Optivise Advisory Services’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	$272K	Sell	3,946 -5	-0.1%	-$345	0.14%	150
2025 Q1	$268K	Buy	+3,951	New	+$268K	0.15%	143
2024 Q4	–	Sell	-4,112	Closed	-$259K	–	183
2024 Q3	$259K	Buy	4,112 +282	+7%	+$17.7K	0.14%	136
2024 Q2	$226K	Buy	+3,830	New	+$226K	0.12%	163