Wetzel Investment Advisors’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,257
Closed -$260K 283
2024
Q2
$260K Buy
3,257
+37
+1% +$2.95K 0.15% 97
2024
Q1
$223K Sell
3,220
-97
-3% -$6.73K 0.13% 104
2023
Q4
$262K Buy
+3,317
New +$262K 0.16% 93