CVS Caremark Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in CVS Caremark Corporation
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Quarterly reported holdings in CVS Caremark Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $300k | 3.8k | 79.76 |
| 2022-12-31 | $1.3M | 14k | 93.19 |
| 2022-09-30 | $1.1M | 11k | 95.34 |
| 2022-06-30 | $1.1M | 11k | 92.64 |
| 2022-03-31 | $1.0M | 10k | 101.24 |
| 2021-12-31 | $528k | 5.1k | 103.08 |
| 2016-09-30 | $201k | 2.3k | 89.02 |
| 2016-06-30 | $209k | 2.2k | 95.70 |
| 2016-03-31 | $217k | 2.1k | 103.93 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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