A detailed history of Cyndeo Wealth Partners, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,975 shares of CVS stock, worth $225,064. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,975
Previous 3,857 3.06%
Holding current value
$225,064
Previous $304,000 4.28%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $74.3B
  • 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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.