WWA
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Wingate Wealth Advisors’s CVS Health CVS Stock Holding History

Wingate Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-450
Closed -$20.2K – 174
2024
Q4 		$20.2K Buy
+450
New +$20.2K 0.02% 288