A detailed history of Partners In Financial Planning transactions in Cvs Health Corp stock. As of the latest transaction made, Partners In Financial Planning holds 5,888 shares of CVS stock, worth $385,899. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,888
Previous 5,906 0.3%
Holding current value
$385,899
Previous $400 Million 1.51%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$60.04 - $70.18 $1,080 - $1,263
-18 Reduced 0.3%
5,888 $406 Million
Q1 2025

Apr 30, 2025

BUY
$44.22 - $68.64 $44 - $68
1 Added 0.02%
5,906 $400 Million
Q4 2024

Feb 12, 2025

BUY
$43.78 - $67.46 $258,520 - $398,351
5,905 New
5,905 $265 Million
Q3 2024

Feb 26, 2025

SELL
$55.81 - $63.18 $6,306 - $7,139
-113 Reduced 1.81%
6,143 $386 Million
Q4 2023

Feb 26, 2025

BUY
$66.29 - $79.0 $16,042 - $19,118
242 Added 4.02%
6,256 $494 Million
Q3 2023

Mar 04, 2025

BUY
$65.17 - $76.41 $22,874 - $26,819
351 Added 5.94%
6,256 $437 Million
Q1 2023

Feb 26, 2025

BUY
$72.37 - $92.89 $7,888 - $10,125
109 Added 1.85%
6,014 $447 Million
Q3 2022

May 05, 2025

SELL
$92.53 - $106.43 $23,132 - $26,607
-250 Reduced 3.99%
6,014 $585 Million
Q4 2021

May 05, 2025

BUY
$83.15 - $103.7 $29,767 - $37,124
358 Added 6.06%
6,264 $653 Million
Q3 2021

May 05, 2025

BUY
$80.05 - $87.47 $1,280 - $1,399
16 Added 0.26%
6,264 $532 Million
Q2 2021

May 05, 2025

BUY
$73.79 - $89.81 $25,236 - $30,715
342 Added 5.79%
6,248 $521 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 $86B
  • 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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