Spartan Planning & Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Buy
2023
Q4
$65.9K Buy
2023
Q3
$279 Buy
2022
Q4
Sell
2022
Q3
$68K Buy
2022
Q2
$42K Sell
2022
Q1
$57K Buy