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CVS Caremark Corporation shares owned by Treybourne Wealth Planners

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Treybourne Wealth Planners from 13F filings

Historical chart of Treybourne Wealth Planners investment in CVS Caremark Corporation

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

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Quarterly reported holdings in CVS Caremark Corporation by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $413k 4.9k 83.48
2021-03-31 $406k 5.4k 75.25
2020-12-31 $364k 5.3k 68.32

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

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
Citadel Advisors
UBS Group

View all funds holding CVS Caremark Corporation