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Financial Partners Group, LLC

SEC CIK
0001965246
Latest filing
Jul 17, 2025

CVS holding history

CVS Health Corp in every 13F filed by Financial Partners 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 Q2 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of CVS by Financial Partners Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−107,587−100.0%Sold outHolders
Q2 2024107,587$6.35M2.5%−9,929−8.4%ReducedHolders
Q1 2024117,516$9.37M3.6%+134+0.1%AddedHolders
Q4 2023117,382$9.27M4.2%+1,565+1.4%AddedHolders
Q3 2023115,817$8.09M3.9%+2,666+2.4%AddedHolders
Q2 2023113,151$7.82M3.9%+59,099+109.3%AddedHolders
Q1 202354,052$4.02M2.1%+4,498+9.1%AddedHolders
Q4 202249,554$4.62M2.7%–No prior filingHolders