A detailed history of Center For Financial Planning, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,036 shares of CVS stock, worth $117,110. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,036
Previous 866 135.1%
Holding current value
$117,110
Previous $68,000 138.24%
% of portfolio
0.02%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$71.99 - $81.42 $84,228 - $95,261
1,170 Added 135.1%
2,036 $162,000
Q1 2022

May 03, 2022

SELL
$100.77 - $110.83 $6,046 - $6,649
-60 Reduced 6.48%
866 $88,000
Q4 2021

Feb 08, 2022

SELL
$83.15 - $103.7 $3,242 - $4,044
-39 Reduced 4.04%
926 $96,000
Q3 2021

Oct 27, 2021

SELL
$80.05 - $87.47 $3,202 - $3,498
-40 Reduced 3.98%
965 $82,000
Q3 2020

Nov 12, 2020

SELL
$56.71 - $65.71 $59,715 - $69,192
-1,053 Reduced 51.17%
1,005 $59,000
Q2 2020

Aug 06, 2020

SELL
$55.41 - $70.62 $545,788 - $695,607
-9,850 Reduced 82.72%
2,058 $134,000
Q1 2020

May 11, 2020

BUY
$52.3 - $76.05 $8,001 - $11,635
153 Added 1.3%
11,908 $707,000
Q4 2019

Feb 14, 2020

BUY
$60.38 - $76.58 $709,766 - $900,197
11,755 New
11,755 $873,000

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 $75.5B
  • 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 Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.