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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

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

Quarter filed Position value Share count Share price at filing
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

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Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding CVS Caremark Corporation

Vanguard Group
Dodge & Cox
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
Charles Schwab Investment Management
Royal Bank of Canada
Legal & General Group
T. Rowe Price Associates
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Nordea Investment Management Ab
Citadel Advisors

View all funds holding CVS Caremark Corporation