A detailed history of Beaird Harris Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 190 shares of CVS stock, worth $10,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares
190
Previous 57 233.33%
Holding current value
$10,714
Previous $4,000 175.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$53.63 - $79.56 $7,132 - $10,581
133 Added 233.33%
190 $11,000
Q1 2024

May 15, 2024

BUY
$71.99 - $81.42 $935 - $1,058
13 Added 29.55%
57 $4,000
Q4 2023

Feb 27, 2024

BUY
$66.29 - $79.0 $1,325 - $1,580
20 Added 83.33%
44 $3,000
Q3 2023

Nov 15, 2023

BUY
$65.17 - $76.41 $1,564 - $1,833
24 New
24 $1,000
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $37,506 - $44,106
425 New
425 $39,000
Q2 2022

Aug 12, 2022

SELL
$88.66 - $106.64 $7,004 - $8,424
-79 Closed
0 $0
Q1 2022

May 27, 2022

SELL
$100.77 - $110.83 $294,349 - $323,734
-2,921 Reduced 97.37%
79 $8,000
Q4 2021

May 17, 2022

BUY
$83.15 - $103.7 $249,450 - $311,100
3,000 New
3,000 $309,000

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 $74B
  • 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 Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.