CVS Caremark Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in CVS Caremark Corporation
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Quarterly reported holdings in CVS Caremark Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 3.4k | 75.39 |
| 2025-06-30 | $225k | 3.3k | 68.98 |
| 2025-03-31 | $212k | 3.1k | 67.75 |
| 2024-03-31 | $235k | 2.9k | 79.76 |
| 2023-12-31 | $253k | 3.2k | 78.97 |
| 2023-06-30 | $205k | 3.0k | 69.13 |
| 2023-03-31 | $212k | 2.8k | 74.30 |
| 2022-12-31 | $245k | 2.6k | 93.20 |
| 2022-09-30 | $245k | 2.6k | 95.52 |
| 2022-06-30 | $237k | 2.6k | 92.69 |
| 2021-12-31 | $235k | 2.3k | 103.12 |
| 2018-03-31 | $102k | 1.6k | 62.35 |
| 2017-12-31 | $113k | 1.6k | 72.81 |
More positions owned by Holistic Financial Partners
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