Principia Wealth Advisory’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
$4K Buy
58
+15
+35% +$1.04K ﹤0.01% 264
2025
Q1
$3.02K Buy
43
+29
+207% +$2.04K ﹤0.01% 235
2024
Q4
$628 Buy
+14
New +$628 ﹤0.01% 481