A detailed history of Allen Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Allen Wealth Management, LLC holds 6,113 shares of CVS stock, worth $339,516. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,113
Previous 9,294 34.23%
Holding current value
$339,516
Previous $549 Million 29.97%
% of portfolio
0.27%
Previous 0.49%

Shares

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

Oct 29, 2024

SELL
$55.81 - $63.18 $177,531 - $200,975
-3,181 Reduced 34.23%
6,113 $384 Million
Q2 2024

Jul 19, 2024

SELL
$53.63 - $79.56 $66,608 - $98,813
-1,242 Reduced 11.79%
9,294 $549 Million
Q1 2024

May 01, 2024

SELL
$71.99 - $81.42 $57,663 - $65,217
-801 Reduced 7.07%
10,536 $840 Million
Q4 2023

Feb 14, 2024

BUY
$66.29 - $79.0 $751,529 - $895,623
11,337 New
11,337 $895 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 $72.9B
  • 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
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.