Compass Wealth Management LLC's ownership history for CVS

Compass Wealth Management LLC currently holds 3.8K shares with a market value of $289.0K. It started holding CVS on 2024-09-30. At its peak, it held 11.6K shares on 2024-09-30. Its highest holding value was $731.4K on 2024-09-30. At its lowest, it held 3.8K shares on 2025-06-30, with a value of $264.5K on 2025-06-30. In the recent 180 days, Compass Wealth Management LLC has decreased its shares by 250. In the recent year, Compass Wealth Management LLC has decreased its shares by 7.8K.