Simplicity Wealth’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	$579K	Buy	+8,396	New	+$579K	0.02%	422
2024 Q3	–	Sell	-25,342	Closed	-$1.5M	–	652
2024 Q2	$1.5M	Sell	25,342 -6,089	-19%	-$360K	0.03%	419
2024 Q1	$2.51M	Buy	+31,431	New	+$2.51M	0.06%	306