Trueblood Wealth Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,855	Closed	-$242K	–	228
2024 Q3	$242K	Buy	3,855 +1	+0%	+$63	0.12%	195
2024 Q2	$228K	Buy	3,854 +1,001	+35%	+$59.1K	0.13%	200
2024 Q1	$228K	Buy	2,853 +1	+0%	+$80	0.13%	198
2023 Q4	$225K	Buy	+2,852	New	+$225K	0.14%	185