Michels Family Financial’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
$706K Sell
10,233
-100
-1% -$6.9K 0.6% 51
2025
Q1
$700K Buy
10,333
+222
+2% +$15K 0.63% 46
2024
Q4
$454K Buy
+10,111
New +$454K 0.42% 83