Poinciana Advisors Group’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
$347K Buy
5,036
+1,704
+51% +$118K 0.31% 60
2025
Q1
$226K Buy
+3,332
New +$226K 0.23% 81