Trek Financial’s CVS Health CVS Stock Holding History

Trek Financial’s Portfolio CVS Stock Details CVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$302K	Buy
2023 Q3	–	Sell
2023 Q2	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$329K	Buy
2021 Q4	–	Sell
2021 Q3	$327K	Buy