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Lantz Financial’s CVS Health CVS Stock Holding History

Lantz Financial’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Buy
3,504
+113
+3% +$7.8K 0.06% 207
2025
Q1 		$230K Buy
+3,391
New +$230K 0.06% 196
2024
Q1 		– Sell
-2,912
Closed -$230K – 208
2023
Q4 		$230K Buy
+2,912
New +$230K 0.08% 182