GGM Wealth Advisors’s CVS Health CVS Stock Holding History

GGM Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$372K	Hold	5,727	–	–	0.21%	86
2024 Q4	$257K	Sell	5,727 -2,010	-26%	-$113K	0.13%	117
2024 Q3	$487K	Sell	7,737 -7	-0.1%	-$408	0.21%	80
2024 Q2	$457K	Hold	7,744	–	–	0.21%	79
2024 Q1	$568K	Sell	7,744 -3,368	-30%	-$257K	0.26%	67
2023 Q4	$811K	Buy	11,112 +1,970	+22%	+$140K	0.34%	59
2023 Q3	$638K	Buy	9,142 +5	+0.1%	+$354	0.28%	66
2023 Q2	$651K	Buy	+9,137	New	+$650K	0.26%	67
2023 Q1	–	Sell	-7,297	Closed	-$668K	–	76
2022 Q4	$668K	Buy	7,297 +165	+2%	+$15.9K	0.34%	60
2022 Q3	$657K	Buy	7,132 +1,300	+22%	+$129K	0.35%	55
2022 Q2	$553K	Hold	5,832	–	–	0.31%	64
2022 Q1	$605K	Buy	+5,832	New	+$613K	0.3%	66

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GGM Wealth Advisors's CVS Position: Q1 2025 in Review

GGM Wealth Advisors held its CVS Health (CVS) position steady in Q1 2025 at 5,727 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #86.

GGM Wealth Advisors first reported a position in CVS in Q1 2022 and has held it in 12 quarters since. The position peaked at $811K in Q4 2023. 1,753 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

GGM Wealth Advisors held 5,727 shares of CVS Health worth $372K as of Q1 2025.
GGM Wealth Advisors left its CVS Health share count unchanged in Q1 2025.
CVS Health made up 0.21% of GGM Wealth Advisors's portfolio in Q1 2025, its #86 holding.
GGM Wealth Advisors first reported a position in CVS Health in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's CVS Health position peaked at $811K in Q4 2023.
1,753 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.