Ownership history in Wiser Advisor Group LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in CVS HEALTH (CVS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1 | — | 0% | 0.00% | $83 | $74.17 |
| 2025 Q1 | UNCHANGED | 1 | — | 0% | 0.00% | $73 | $65.26 |
| 2024 Q4 | REDUCED | 1 | -744 | -99.9% | 0.00% | $48 | $42.70 |
| 2024 Q3 | ADDED | 745 | +8 | +1.1% | 0.07% | $47K | $59.15 |
| 2024 Q2 | ADDED | 737 | +9 | +1.2% | 0.07% | $44K | $54.94 |
| 2024 Q1 | ADDED | 728 | +6 | +0.8% | 0.09% | $58K | $73.48 |
| 2023 Q4 | INITIATED | 722 | — | — | 0.09% | $57K | — |
As of 2025 Q4 — sorted by position size