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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

CVS holding history

CVS Health Corp in every 13F filed by Wealth Quarterback 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2021
Holdings of CVS by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,030−100.0%Sold outHolders
Q3 20245,030$316.3K0.2%−11,036−68.7%ReducedHolders
Q2 202416,066$948.9K0.5%+793+5.2%AddedHolders
Q1 202415,273$1.22M0.7%−108−0.7%ReducedHolders
Q4 202315,381$1.21M0.7%−820−5.1%ReducedHolders
Q3 202316,201$1.13M1.0%−587−3.5%ReducedHolders
Q2 202316,788$1.16M0.8%+6,737+67.0%AddedHolders
Q1 202310,051$746.9K0.6%+36+0.4%AddedHolders
Q4 202210,015$933.3K0.8%+119+1.2%AddedHolders
Q3 20229,896$944.0K1.0%+37+0.4%AddedHolders
Q2 20229,859$914.0K0.7%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202123,659$1.16M0.8%+9,013+61.5%AddedHolders
Q2 202114,646$1.22M0.7%–No prior filingHolders