A detailed history of Avantax Advisory Services, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 160,948 shares of CVS stock, worth $8.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
160,948
Previous 166,292 3.21%
Holding current value
$8.33 Million
Previous $9.82 Million 2.97%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024

SELL
$55.81 - $63.18 $298,248 - $337,633
-5,344 Reduced 3.21%
160,948 $10.1 Million
Q2 2024

Aug 09, 2024

BUY
$53.63 - $79.56 $4.94 Million - $7.34 Million
92,201 Added 124.44%
166,292 $9.82 Million
Q1 2024

May 08, 2024

SELL
$71.99 - $81.42 $4.62 Million - $5.23 Million
-64,202 Reduced 46.42%
74,091 $5.91 Million
Q4 2023

Feb 07, 2024

SELL
$66.29 - $79.0 $1.33 Million - $1.58 Million
-19,995 Reduced 12.63%
138,293 $10.9 Million
Q3 2023

Nov 07, 2023

BUY
$65.17 - $76.41 $241,976 - $283,710
3,713 Added 2.4%
158,288 $11.1 Million
Q2 2023

Aug 11, 2023

BUY
$66.65 - $77.75 $472,681 - $551,403
7,092 Added 4.81%
154,575 $10.7 Million
Q1 2023

Apr 28, 2023

BUY
$72.37 - $92.89 $1.53 Million - $1.97 Million
21,194 Added 16.78%
147,483 $11 Million
Q4 2022

Feb 13, 2023

BUY
$88.25 - $103.78 $471,431 - $554,392
5,342 Added 4.42%
126,289 $11.8 Million
Q3 2022

Nov 01, 2022

BUY
$92.53 - $106.43 $365,123 - $419,972
3,946 Added 3.37%
120,947 $11.5 Million
Q2 2022

Aug 02, 2022

BUY
$88.66 - $106.64 $18,795 - $22,607
212 Added 0.18%
117,001 $10.8 Million
Q1 2022

Apr 27, 2022

BUY
$100.77 - $110.83 $1.22 Million - $1.34 Million
12,108 Added 11.57%
116,789 $11.8 Million
Q4 2021

Jan 24, 2022

BUY
$83.15 - $103.7 $514,864 - $642,110
6,192 Added 6.29%
104,681 $10.8 Million
Q3 2021

Oct 21, 2021

BUY
$80.05 - $87.47 $942,108 - $1.03 Million
11,769 Added 13.57%
98,489 $8.34 Million
Q2 2021

Jul 29, 2021

BUY
$73.79 - $89.81 $1.09 Million - $1.32 Million
14,705 Added 20.42%
86,720 $7.25 Million
Q1 2021

May 13, 2021

BUY
$68.13 - $76.3 $483,586 - $541,577
7,098 Added 10.93%
72,015 $5.43 Million
Q4 2020

Jan 22, 2021

SELL
$55.93 - $74.5 $3.45 Million - $4.6 Million
-61,739 Reduced 48.75%
64,917 $4.44 Million
Q3 2020

Oct 14, 2020

BUY
$56.71 - $65.71 $4.19 Million - $4.85 Million
73,827 Added 139.75%
126,656 $7.42 Million
Q2 2020

Aug 06, 2020

SELL
$55.41 - $70.62 $799,233 - $1.02 Million
-14,424 Reduced 21.45%
52,829 $3.43 Million
Q1 2020

Apr 30, 2020

BUY
$52.3 - $76.05 $687,222 - $999,297
13,140 Added 24.28%
67,253 $3.99 Million
Q4 2019

Feb 14, 2020

BUY
$60.38 - $76.58 $1.72 Million - $2.18 Million
28,488 Added 111.17%
54,113 $4.02 Million
Q3 2019

Nov 08, 2019

BUY
$54.09 - $64.3 $738,923 - $878,402
13,661 Added 114.18%
25,625 $1.62 Million
Q2 2019

Aug 06, 2019

BUY
$52.13 - $57.33 $5,838 - $6,420
112 Added 0.94%
11,964 $652,000
Q1 2019

May 13, 2019

SELL
$52.36 - $69.88 $60,894 - $81,270
-1,163 Reduced 8.94%
11,852 $639,000
Q4 2018

Feb 13, 2019

BUY
$62.92 - $80.8 $818,903 - $1.05 Million
13,015 New
13,015 $854,000

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 $68B
  • 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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