A detailed history of Cornerstone Planning Group LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 465 shares of CVS stock, worth $26,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares
465
Previous 490 5.1%
Holding current value
$26,425
Previous $28.3 Million 7.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

SELL
$55.81 - $63.18 $1,395 - $1,579
-25 Reduced 5.1%
465 $26.2 Million
Q2 2024

Aug 13, 2024

BUY
$53.63 - $79.56 $2,306 - $3,421
43 Added 9.62%
490 $28.3 Million
Q1 2024

May 07, 2024

SELL
$71.99 - $81.42 $1,727 - $1,954
-24 Reduced 5.1%
447 $25 Million
Q4 2023

Feb 12, 2024

BUY
$66.29 - $79.0 $662 - $790
10 Added 2.17%
471 $37.2 Million
Q3 2023

Nov 08, 2023

BUY
$65.17 - $76.41 $18,052 - $21,165
277 Added 150.54%
461 $32.2 Million
Q2 2023

Aug 15, 2023

SELL
$66.65 - $77.75 $48,387 - $56,446
-726 Reduced 79.78%
184 $12.7 Million
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $80,307 - $94,439
910 New
910 $79.7 Million

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 $74.6B
  • 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 Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.