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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

CVS holding history

CVS Health Corp in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q1 2024 holdings

Shares (Q1 2024)
517
Value
$41.2K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of CVS by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024517$41.2K<0.1%+182+54.3%AddedHolders
Q4 2023335$26.5K<0.1%+51+18.0%AddedHolders
Q3 2023284$19.8K<0.1%−21−6.9%ReducedHolders
Q2 2023305$21.1K<0.1%00.0%UnchangedHolders
Q1 2023305$23.0K<0.1%+81+36.2%AddedHolders
Q4 2022224$21.0K<0.1%00.0%UnchangedHolders
Q3 2022224$21.0K<0.1%+15+7.2%AddedHolders
Q2 2022209$19.0K<0.1%−35−14.3%ReducedHolders
Q1 2022244$25.0K<0.1%+35+16.7%AddedHolders
Q4 2021209$22.0K<0.1%00.0%UnchangedHolders
Q3 2021209$18.0K<0.1%00.0%UnchangedHolders
Q2 2021209$17.0K<0.1%00.0%UnchangedHolders
Q1 2021209$16.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.