White Knight Strategic Wealth 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
Sell
-3,685
Closed -$250K 83
2025
Q1
$250K Sell
3,685
-12,055
-77% -$817K 0.23% 69
2024
Q4
$707K Buy
15,740
+10,038
+176% +$451K 0.3% 58
2024
Q3
$359K Buy
5,702
+2,132
+60% +$134K 0.33% 56
2024
Q2
$211K Buy
+3,570
New +$211K 0.21% 76