Root Financial 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	$374K	Buy	5,419 +362	+7%	+$25K	0.04%	156
2025 Q1	$343K	Sell	5,057 -477	-9%	-$32.3K	0.04%	143
2024 Q4	$248K	Buy	+5,534	New	+$248K	0.03%	177