Stonebrook Private’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,056
Closed -$244K 187
2024
Q1
$244K Buy
3,056
+7
+0.2% +$558 0.07% 174
2023
Q4
$241K Buy
+3,049
New +$241K 0.08% 175