Morey & Quinn Wealth Partners’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
$760K Sell
11,016
-6,250
-36% -$431K 0.61% 40
2025
Q1
$1.17M Sell
17,266
-273
-2% -$18.5K 0.97% 26
2024
Q4
$787K Buy
+17,539
New +$787K 0.67% 33