Swan Capital’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
$16.7K Sell
242
-150
-38% -$10.3K 0.01% 121
2025
Q1
$26.6K Buy
392
+150
+62% +$10.2K 0.01% 83
2024
Q4
$10.9K Hold
242
0.01% 126
2024
Q3
$15.2K Hold
242
0.01% 121
2024
Q2
$14.3K Buy
+242
New +$14.3K 0.01% 114