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Optimize Financial’s CVS Health CVS Stock Holding History

Optimize Financial’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$496K Sell
7,196
-50
-0.7% -$3.45K 0.3% 89
2025
Q1 		$491K Sell
7,246
-912
-11% -$61.8K 0.36% 86
2024
Q4 		$366K Buy
+8,158
New +$366K 0.27% 107