Ownership history in DCM Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which DCM Advisors, LLC reported a position in CVS HEALTH CORP (CVS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DCM Advisors, LLC underperformed the S&P 500 by β6.9% annually on this CVS position. Timing score: 62% (8/13 decisions correct). Average cost basis: $70.46. Maximum drawdown during holding period: β52.1%.
β Significantly underperformed the S&P 500 by 6.9% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $42.70 (2024 Q4) Β· Worst: $89.22 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π DCM Advisors, LLC has been actively increasing its CVS allocation β a bullish signal from insiders.
Currently 2.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size