Marshall & Sterling Wealth Advisors’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
$2.21K Hold
32
﹤0.01% 538
2025
Q1
$2.17K Sell
32
-155
-83% -$10.5K ﹤0.01% 534
2024
Q4
$8.39K Buy
+187
New +$8.39K 0.01% 238