Rialto 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
2025
Q2
$11.9K Buy
172
+7
+4% +$483 ﹤0.01% 405
2025
Q1
$11.2K Buy
165
+1
+0.6% +$68 ﹤0.01% 397
2024
Q4
$7.36K Buy
+164
New +$7.36K ﹤0.01% 428