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CVS Caremark Corporation shares owned by Synergy Financial Management

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in CVS Caremark Corporation

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

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Quarterly reported holdings in CVS Caremark Corporation by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 5.0k 75.39
2024-12-31 $11k 175 62.88
2023-09-30 $7.4M 106k 69.82
2023-06-30 $9.4M 135k 69.13
2022-12-31 $237k 2.5k 93.19
2022-09-30 $234k 2.4k 95.49