Watts Gwilliam & Co’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,302	Closed	-$334K	–	213
2024 Q4	$334K	Buy	7,302 +650	+10%	+$29.8K	0.07%	158
2024 Q3	$438K	Buy	+6,652	New	+$438K	0.1%	132
2024 Q1	$1.18M	Buy	+21,025	New	+$1.18M	0.36%	61