Legacy Wealth Management (Idaho)’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
$1.93K Sell
28
-274
-91% -$18.9K ﹤0.01% 515
2025
Q1
$20.5K Hold
302
0.01% 243
2024
Q4
$16.3K Sell
302
-198
-40% -$10.7K 0.01% 232
2024
Q3
$27.1K Buy
+500
New +$27.1K 0.02% 176