A detailed history of True Wealth Design, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 978 shares of CVS stock, worth $56,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
978
Previous 3,026 67.68%
Holding current value
$56,733
Previous $179 Million 65.59%
% of portfolio
0.02%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$55.81 - $63.18 $114,298 - $129,392
-2,048 Reduced 67.68%
978 $61.5 Million
Q2 2024

Aug 14, 2024

BUY
$53.63 - $79.56 $8,473 - $12,570
158 Added 5.51%
3,026 $179 Million
Q1 2024

May 14, 2024

BUY
$71.99 - $81.42 $935 - $1,058
13 Added 0.46%
2,868 $229 Million
Q4 2023

Feb 14, 2024

BUY
$66.29 - $79.0 $3,513 - $4,187
53 Added 1.89%
2,855 $225 Million
Q2 2023

Aug 14, 2023

SELL
$66.65 - $77.75 $34,058 - $39,730
-511 Reduced 15.42%
2,802 $194 Million
Q1 2023

May 12, 2023

BUY
$72.37 - $92.89 $202,274 - $259,627
2,795 Added 539.58%
3,313 $246 Million
Q4 2022

Feb 15, 2023

BUY
$88.25 - $103.78 $45,713 - $53,758
518 New
518 $48.3 Million

Others Institutions Holding CVS

About CVS HEALTH Corp


  • Ticker CVS
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 1,312,829,952
  • Market Cap $76.2B
  • Description
  • CVS Health Corporation provides health services in the United States. The company's Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governme...
More about CVS
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