Modern 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
2025 Q2	$244K	Buy	3,542 +535	+18%	+$36.9K	0.01%	662
2025 Q1	$204K	Buy	+3,007	New	+$204K	0.01%	640
2024 Q3	–	Sell	-6,915	Closed	-$408K	–	443
2024 Q2	$408K	Buy	+6,915	New	+$408K	0.03%	258