Ownership history in Wiser Advisor Group LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Wiser Advisor Group LLC underperformed the S&P 500 by β5.6% annually on this CVS position. Timing score: 25% (1/4 decisions correct). Average cost basis: $61.24. Maximum drawdown during holding period: β41.9%.
β Significantly underperformed the S&P 500 by 5.6% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $54.94 (2024 Q2) Β· Worst: $73.48 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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