Waypoint Wealth Counsel’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$288K Buy
2025
Q3
$266K Buy
2023
Q2
Sell
2023
Q1
$904K Sell
2022
Q4
$1.14M Buy