National Wealth Management Group’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$891K	Buy	+13,153	New	+$891K	0.59%	36
2024 Q3	–	Sell	-5,378	Closed	-$318K	–	150
2024 Q2	$318K	Buy	+5,378	New	+$318K	0.24%	90