A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Cvs Health Corp stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 115 shares of CVS stock, worth $6,566. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 179 35.75%
Holding current value
$6,566
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 21, 2024

SELL
$55.81 - $63.18 $3,571 - $4,043
-64 Reduced 35.75%
115 $7,000
Q1 2024

May 07, 2024

BUY
$71.99 - $81.42 $12,886 - $14,574
179 New
179 $14,000

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 $75B
  • 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 Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.