McGlone Suttner Wealth Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-291	Closed	-$22.9K	–	304
2023 Q4	$22.9K	Buy	+291	New	+$22.9K	﹤0.01%	407
2023 Q2	–	Sell	-3,926	Closed	-$292K	–	153
2023 Q1	$292K	Buy	3,926 +103	+3%	+$7.65K	0.08%	107
2022 Q4	$356K	Buy	+3,823	New	+$356K	0.11%	86