CVS Caremark Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in CVS Caremark Corporation
Tip: Access up to 7 years of quarterly data
All positions including CVS Caremark Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in CVS Caremark Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 21k | 59.06 |
| 2024-03-31 | $1.5M | 19k | 79.76 |
| 2023-12-31 | $1.6M | 20k | 78.96 |
| 2023-09-30 | $1.5M | 21k | 70.25 |
| 2023-06-30 | $1.3M | 18k | 69.13 |
| 2023-03-31 | $1.3M | 18k | 74.31 |
| 2022-12-31 | $1.8M | 19k | 93.19 |
| 2022-09-30 | $1.8M | 20k | 92.72 |
| 2022-06-30 | $1.8M | 19k | 94.51 |
| 2022-03-31 | $2.0M | 20k | 101.19 |
| 2021-12-31 | $2.2M | 21k | 104.31 |
| 2021-09-30 | $2.0M | 24k | 84.87 |
| 2021-06-30 | $2.0M | 23k | 83.43 |
| 2021-03-31 | $1.5M | 22k | 68.29 |
| 2020-12-31 | $1.3M | 21k | 58.41 |
| 2020-09-30 | $1.5M | 26k | 58.09 |
| 2020-06-30 | $1.9M | 30k | 63.13 |
| 2020-03-31 | $2.1M | 37k | 56.21 |
| 2019-12-31 | $3.2M | 46k | 70.97 |
| 2019-09-30 | $3.2M | 50k | 62.93 |
| 2019-06-30 | $2.9M | 53k | 54.49 |
| 2019-03-31 | $3.3M | 63k | 52.79 |
| 2018-12-31 | $2.6M | 39k | 65.53 |
| 2018-09-30 | $3.2M | 45k | 73.04 |
| 2018-06-30 | $2.4M | 39k | 62.21 |
| 2018-03-31 | $1.4M | 22k | 62.21 |
| 2017-06-30 | $227k | 2.8k | 80.35 |
| 2017-03-31 | $227k | 2.9k | 78.55 |
| 2016-09-30 | $527k | 5.9k | 89.05 |
| 2016-06-30 | $227k | 2.4k | 95.58 |
| 2016-03-31 | $272k | 2.6k | 103.70 |
| 2015-12-31 | $249k | 2.5k | 97.88 |
| 2015-09-30 | $96k | 998 | 96.19 |
| 2015-06-30 | $109k | 1.0k | 104.01 |
| 2015-03-31 | $105k | 1.0k | 100.19 |
| 2014-12-31 | $128k | 1.3k | 96.39 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors