Vermillion & White Wealth Management Group’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
$19.2K Buy
279
+2
+0.7% +$138 0.01% 238
2025
Q1
$18.8K Sell
277
-65
-19% -$4.41K 0.01% 197
2024
Q4
$15.4K Buy
342
+2
+0.6% +$90 0.01% 209
2024
Q3
$21.4K Sell
340
-298
-47% -$18.8K 0.02% 176
2024
Q2
$37.7K Buy
638
+2
+0.3% +$118 0.03% 151
2024
Q1
$50.8K Buy
636
+1
+0.2% +$80 0.04% 120
2023
Q4
$50.1K Buy
+635
New +$50.1K 0.05% 90