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 $15 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
275,937
Previous 102,533 169.12%
Holding current value
$15 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 $71.2B
  • 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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.