DEFINED WEALTH MANAGEMENT, LLC's ownership history for CVS


DEFINED WEALTH MANAGEMENT, LLC currently holds 3.6K shares with a market value of $289.3K. It started holding CVS on 2024-09-30. At its peak, it held 3.6K shares on 2025-12-31. Its highest holding value was $289.3K on 2025-12-31. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $213.0K on 2024-09-30. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 80. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 257.


DEFINED WEALTH MANAGEMENT, LLC's ownership history for CVS