Waypoint Wealth Counsel’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,168
Closed -$904K 90
2023
Q1
$904K Sell
12,168
-24
-0.2% -$1.78K 0.7% 32
2022
Q4
$1.14M Buy
+12,192
New +$1.14M 0.92% 27