Synergy Investment Management’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
Sell
-36
Closed -$2.44K 178
2025
Q1
$2.44K Hold
36
﹤0.01% 524
2024
Q4
$1.62K Buy
+36
New +$1.62K ﹤0.01% 581