Cyndeo Wealth Partners, LLC Cvs Health Corp Transaction History

Cyndeo Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$53.63 - $79.56 $26,761 - $39,700	-499 Reduced 12.55%	3,476 $205,000
Q1 2024 Apr 16, 2024	BUY	$71.99 - $81.42 $8,494 - $9,607	118 Added 3.06%	3,975 $317,000
Q4 2023 Jan 12, 2024	BUY	$66.29 - $79.0 $2,054 - $2,449	31 Added 0.81%	3,857 $304,000
Q3 2023 Oct 10, 2023	SELL	$65.17 - $76.41 $8,276 - $9,704	-127 Reduced 3.21%	3,826 $267,000
Q2 2023 Jul 27, 2023	SELL	$66.65 - $77.75 $11,263 - $13,139	-169 Reduced 4.1%	3,953 $273,000
Q1 2023 Apr 21, 2023	SELL	$72.37 - $92.89 $70,777 - $90,846	-978 Reduced 19.18%	4,122 $306,000
Q4 2022 Jan 25, 2023	BUY	$88.25 - $103.78 $450,075 - $529,278	5,100 New	5,100 $0

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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