Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- Latest filing
- Jan 24, 2024
CVS holding history
CVS Health Corp in every 13F filed by Ledge Wealth Management, Inc., 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 Q4 2023 holdings
- Shares (Q4 2023)
- 17,929
- Value
- $1.42M
- % of portfolio
- 0.6%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 17,929 | $1.42M | 0.6% | −1,906−9.6% | Reduced | Holders |
| Q3 2023 | 19,835 | $1.38M | 0.6% | −6,474−24.6% | Reduced | Holders |
| Q2 2023 | 26,309 | $1.82M | 0.9% | +1,115+4.4% | Added | Holders |
| Q1 2023 | 25,194 | $1.87M | 0.9% | +2,160+9.4% | Added | Holders |
| Q4 2022 | 23,034 | $2.15M | 1.0% | +3,993+21.0% | Added | Holders |
| Q3 2022 | 19,041 | $1.82M | 1.1% | −2,776−12.7% | Reduced | Holders |
| Q2 2022 | 21,817 | $2.02M | 1.2% | +3,708+20.5% | Added | Holders |
| Q1 2022 | 18,109 | $1.83M | 1.1% | – | No prior filing | Holders |