Whipplewood Advisors’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	$42K	Sell	609 -59	-9%	-$4.07K	0.02%	349
2025 Q1	$38.1K	Buy	668 +139	+26%	+$7.94K	0.02%	348
2024 Q4	$23.7K	Buy	+529	New	+$23.7K	0.01%	421