Perfromance Wealth Partners’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
Sell
-10,618
Closed -$719K 191
2025
Q1
$719K Buy
10,618
+28
+0.3% +$1.9K 0.03% 76
2024
Q4
$475K Buy
+10,590
New +$475K 0.02% 100