WAG
Wiser Advisor Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$73 | – | 91 |
|
|
2025
Q1 | $73 | Hold |
1
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $48 | Sell |
1
-744
| -100% | -$35.7K | ﹤0.01% | 267 |
|
|
2024
Q3 | $46.8K | Buy |
745
+8
| +1% | +$503 | 0.07% | 100 |
|
|
2024
Q2 | $43.5K | Buy |
737
+9
| +1% | +$531 | 0.07% | 101 |
|
|
2024
Q1 | $58.1K | Buy |
728
+6
| +0.8% | +$479 | 0.09% | 85 |
|
|
2023
Q4 | $57K | Buy |
+722
| New | +$57K | 0.09% | 86 |
|