Second Half 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
2024
Q4
Sell
-5,712
Closed -$359K 98
2024
Q3
$359K Buy
+5,712
New +$359K 0.19% 68
2023
Q3
Sell
-37,591
Closed -$2.6M 56
2023
Q2
$2.6M Buy
+37,591
New +$2.6M 0.59% 58