North Ridge Wealth Advisors’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
$23K Sell
334
-334
-50% -$23K 0.01% 99
2025
Q1
$45.3K Hold
668
0.03% 75
2024
Q4
$30K Buy
+668
New +$30K 0.02% 87