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CVS Caremark Corporation shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in CVS Caremark Corporation

Tip: Access up to 7 years of quarterly data

All positions including CVS Caremark Corporation held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVS Caremark Corporation by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 163 79.76
2023-12-31 $15k 163 93.19
2023-09-30 $11k 163 69.82
2023-06-30 $11k 163 69.14
2023-03-31 $42k 566 74.36
2022-12-31 $15k 163 93.19