Maia Wealth’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,900
Closed -$219K 331
2024
Q3
$219K Sell
3,900
-7,932
-67% -$445K 0.05% 239
2024
Q2
$694K Buy
+11,832
New +$694K 0.21% 96
2023
Q4
$550K Buy
+6,969
New +$550K 0.22% 87