A detailed history of Congress Wealth Management LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 275,937 shares of CVS stock, worth $12.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
275,937
Previous 102,533 169.12%
Holding current value
$12.2 Million
Previous $6.06 Million 186.36%
% of portfolio
0.24%
Previous 0.1%

Shares

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

Nov 12, 2024

BUY
$55.81 - $63.18 $9.68 Million - $11 Million
173,404 Added 169.12%
275,937 $17.3 Million
Q2 2024

Aug 13, 2024

BUY
$53.63 - $79.56 $5.28 Million - $7.84 Million
98,504 Added 2444.87%
102,533 $6.06 Million
Q1 2024

Apr 18, 2024

SELL
$71.99 - $81.42 $201,428 - $227,813
-2,798 Reduced 40.98%
4,029 $321,000
Q4 2023

Feb 09, 2024

BUY
$66.29 - $79.0 $252,299 - $300,674
3,806 Added 125.98%
6,827 $539,000
Q3 2023

Oct 30, 2023

SELL
$65.17 - $76.41 $149,760 - $175,590
-2,298 Reduced 43.2%
3,021 $210,000
Q2 2023

Jul 13, 2023

BUY
$66.65 - $77.75 $60,851 - $70,985
913 Added 20.72%
5,319 $367,000
Q1 2023

Apr 14, 2023

SELL
$72.37 - $92.89 $266,538 - $342,113
-3,683 Reduced 45.53%
4,406 $327,000
Q4 2022

Feb 02, 2023

BUY
$88.25 - $103.78 $224,331 - $263,808
2,542 Added 45.83%
8,089 $753,000
Q3 2022

Nov 08, 2022

SELL
$92.53 - $106.43 $38,677 - $44,487
-418 Reduced 7.01%
5,547 $529,000
Q2 2022

Aug 11, 2022

SELL
$88.66 - $106.64 $5,319 - $6,398
-60 Reduced 1.0%
5,965 $553,000
Q1 2022

May 16, 2022

SELL
$100.77 - $110.83 $122,637 - $134,880
-1,217 Reduced 16.8%
6,025 $610,000
Q4 2021

Feb 04, 2022

BUY
$83.15 - $103.7 $602,172 - $750,995
7,242 New
7,242 $747,000

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 $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...
More about CVS
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