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Sunburst Financial Group’s CVS Health CVS Stock Holding History

Sunburst Financial Group’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
+2,485
New +$222K 0.04% 118
2026
Q1 		– Sell
-2,854
Closed -$226K – 137
2025
Q4 		$226K Sell
2,854
-35
-1% -$2.76K 0.05% 113
2025
Q3 		$218K Buy
+2,889
New +$198K 0.05% 113
2023
Q1 		– Sell
-2,421
Closed -$226K – 90
2022
Q4 		$226K Sell
2,421
-47
-2% -$4.54K 0.09% 84
2022
Q3 		$235K Buy
+2,468
New +$244K 0.11% 80

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