Curi Wealth Management, LLC Cvs Health Corp Transaction History

Curi Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$66.29 - $79.0 $9,214 - $10,981	-139 Reduced 1.71%	7,991 $630,000
Q3 2023 Nov 06, 2023	SELL	$65.17 - $76.41 $470,918 - $552,138	-7,226 Reduced 47.06%	8,130 $567,000
Q2 2023 Jul 31, 2023	BUY	$66.65 - $77.75 $36,257 - $42,296	544 Added 3.67%	15,356 $1.06 Million
Q1 2023 May 03, 2023	SELL	$72.37 - $92.89 $48,126 - $61,771	-665 Reduced 4.3%	14,812 $1.1 Million
Q4 2022 Feb 03, 2023	BUY	$88.25 - $103.78 $64,775 - $76,174	734 Added 4.98%	15,477 $1.44 Million
Q3 2022 Nov 08, 2022	BUY	$92.53 - $106.43 $1.23 Million - $1.42 Million	13,314 Added 931.7%	14,743 $1.41 Million
Q2 2022 Aug 08, 2022	BUY	$88.66 - $106.64 $92,649 - $111,438	1,045 Added 272.14%	1,429 $132,000
Q1 2022 May 06, 2022	SELL	$100.77 - $110.83 $49,578 - $54,528	-492 Reduced 56.16%	384 $38,000
Q4 2021 Feb 09, 2022	BUY	$83.15 - $103.7 $72,839 - $90,841	876 New	876 $90,000
Q1 2021 Apr 29, 2021	SELL	$68.13 - $76.3 $8,243 - $9,232	-121 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$55.93 - $74.5 $6,767 - $9,014	121 New	121 $8,000

2,109

973M

24.9M

20.2M

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...

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