Kestra Investment Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Buy	24,981 +12,958	+108%	+$886K	0.03%	209
2025 Q1	$815K	Buy	12,023 +5,217	+77%	+$353K	0.03%	198
2024 Q4	$306K	Buy	6,806 +1,384	+26%	+$62.1K	0.01%	297
2024 Q3	$341K	Buy	+5,422	New	+$341K	0.01%	252