Partnership Wealth Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-703	Closed	-$44.2K	–	97
2024 Q3	$44.2K	Sell	703 -173	-20%	-$10.9K	0.03%	124
2024 Q2	$51.7K	Sell	876 -2,695	-75%	-$159K	0.04%	142
2024 Q1	$285K	Sell	3,571 -221	-6%	-$17.6K	0.2%	87
2023 Q4	$282K	Buy	+3,792	New	+$282K	0.21%	85