William B. Walkup & Associates’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
$1.46M Sell
21,146
-16
-0.1% -$1.1K 0.86% 33
2025
Q1
$1.43M Buy
21,162
+458
+2% +$31K 0.87% 29
2024
Q4
$929K Sell
20,704
-605
-3% -$27.2K 0.59% 43
2024
Q3
$1.34M Sell
21,309
-176
-0.8% -$11.1K 0.83% 30
2024
Q2
$1.27M Buy
+21,485
New +$1.27M 0.83% 31