Avidian Wealth Solutions, LLC Cvs Health Corp Transaction History

Avidian Wealth Solutions, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$71.99 - $81.42 $19,581 - $22,146	272 Added 10.08%	2,971 $236,000
Q4 2023 Feb 06, 2024	SELL	$66.29 - $79.0 $63,837 - $76,077	-963 Reduced 26.3%	2,699 $213,000
Q3 2023 Oct 13, 2023	SELL	$65.17 - $76.41 $72,599 - $85,120	-1,114 Reduced 23.32%	3,662 $255,000
Q2 2023 Aug 03, 2023	SELL	$66.65 - $77.75 $109,306 - $127,510	-1,640 Reduced 25.56%	4,776 $330,000
Q1 2023 May 08, 2023	BUY	$72.37 - $92.89 $62,744 - $80,535	867 Added 15.62%	6,416 $476,000
Q4 2022 Feb 06, 2023	SELL	$88.25 - $103.78 $3,794 - $4,462	-43 Reduced 0.77%	5,549 $517,000
Q3 2022 Nov 03, 2022	SELL	$92.53 - $106.43 $19,708 - $22,669	-213 Reduced 3.67%	5,592 $533,000
Q2 2022 Jul 29, 2022	SELL	$88.66 - $106.64 $377,070 - $453,539	-4,253 Reduced 42.28%	5,805 $538,000
Q1 2022 May 10, 2022	SELL	$100.77 - $110.83 $906 - $997	-9 Reduced 0.09%	10,058 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	$83.15 - $103.7 $529,998 - $660,983	6,374 Added 172.6%	10,067 $1.04 Million
Q3 2021 Nov 10, 2021	BUY	$80.05 - $87.47 $35,302 - $38,574	441 Added 13.56%	3,693 $313,000
Q2 2021 Aug 09, 2021	BUY	$73.79 - $89.81 $16,307 - $19,848	221 Added 7.29%	3,252 $271,000
Q1 2021 May 05, 2021	SELL	$68.13 - $76.3 $12,944 - $14,497	-190 Reduced 5.9%	3,031 $228,000
Q4 2020 Feb 09, 2021	BUY	$55.93 - $74.5 $180,150 - $239,964	3,221 New	3,221 $220,000
Q1 2020 Apr 22, 2020	SELL	$52.3 - $76.05 $145,498 - $211,571	-2,782 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$60.38 - $76.58 $167,977 - $213,045	2,782 New	2,782 $207,000

2,109

973M

24.9M

20.2M

Ticker CVS
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 1,312,829,952
Market Cap $58.2B
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...

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