A detailed history of Dynamic Wealth Strategies, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,624 shares of CVS stock, worth $149,830. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,568 2.18%
Holding current value
$149,830
Previous $152,000 8.55%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 13, 2024

BUY
$55.81 - $63.18 $3,125 - $3,538
56 Added 2.18%
2,624 $165,000
Q2 2024

Aug 15, 2024

BUY
$53.63 - $79.56 $6,167 - $9,149
115 Added 4.69%
2,568 $152,000
Q1 2024

May 15, 2024

SELL
$71.99 - $81.42 $16,413 - $18,563
-228 Reduced 8.5%
2,453 $196,000
Q4 2023

Feb 13, 2024

BUY
$66.29 - $79.0 $177,723 - $211,799
2,681 New
2,681 $212 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 $75B
  • 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
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