Plan Group Financial’s CVS Health CVS Stock Holding History

Plan Group Financial’s Portfolio CVS Stock Details CVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$340K	Sell
2025 Q2	$334K	Sell
2025 Q1	$370K	Buy
2024 Q4	$235K	Sell
2024 Q3	$625K	Buy
2024 Q2	$480K	Buy
2024 Q1	$235K	Buy