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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

CVS holding history

CVS Health Corp in every 13F filed by Atticus Wealth Management, 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 Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of CVS by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−250−100.0%Sold outHolders
Q4 2024250$11.2K<0.1%00.0%UnchangedHolders
Q3 2024250$15.7K<0.1%00.0%UnchangedHolders
Q2 2024250$14.8K<0.1%−1−0.4%ReducedHolders
Q1 2024251$20.0K<0.1%−115−31.4%ReducedHolders
Q4 2023366$28.9K<0.1%+219+149.0%AddedHolders
Q3 2023147$10.3K<0.1%+1+0.7%AddedHolders
Q2 2023146$10.1K<0.1%+1+0.7%AddedHolders
Q1 2023145$10.8K<0.1%−1,409−90.7%ReducedHolders
Q4 20221,554$144.8K0.1%−49−3.1%ReducedHolders
Q3 20221,603$149.0K0.1%00.0%UnchangedHolders
Q2 20221,603$149.0K0.1%00.0%UnchangedHolders
Q1 20221,603$162.0K0.1%+1,280+396.3%AddedHolders
Q4 2021323$33.0K<0.1%−750−69.9%ReducedHolders
Q3 20211,073$91.0K<0.1%−1,589−59.7%ReducedHolders
Q2 20212,662$222.0K0.1%+3+0.1%AddedHolders
Q1 20212,659$200.0K0.1%––Holders

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