SWP
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Sagespring Wealth Partners’s CVS Health CVS Stock Holding History

Sagespring Wealth Partners’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
14,735
+1,994
+16% +$138K 0.02% 280
2025
Q1 		$863K Buy
12,741
+5,980
+88% +$405K 0.02% 268
2024
Q4 		$303K Buy
+6,761
New +$303K 0.01% 476