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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

CVS holding history

CVS Health Corp in every 13F filed by CIC Wealth, 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 Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of CVS by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4,132−100.0%Sold outHolders
Q1 20244,132$329.6K0.1%−940−18.5%ReducedHolders
Q4 20235,072$400.5K0.1%−675−11.7%ReducedHolders
Q3 20235,747$401.3K0.1%−100−1.7%ReducedHolders
Q2 20235,847$404.2K0.1%−2,333−28.5%ReducedHolders
Q1 20238,180$607.9K0.2%−23−0.3%ReducedHolders
Q4 20228,203$764.4K0.3%–No prior filingHolders