Klein Pavlis & Peasley Financial’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,846	Closed	-$1.66M	–	79
2024 Q1	$1.66M	Buy	20,846 +1,657	+9%	+$132K	1.5%	26
2023 Q4	$1.52M	Buy	+19,189	New	+$1.52M	1.41%	24