A detailed history of Evercore Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 45,666 shares of CVS stock, worth $2.58 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
45,666
Previous 48,233 5.32%
Holding current value
$2.58 Million
Previous $3.85 Million 29.89%
% of portfolio
0.04%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$53.63 - $79.56 $137,668 - $204,230
-2,567 Reduced 5.32%
45,666 $2.7 Million
Q1 2024

May 15, 2024

SELL
$71.99 - $81.42 $324,170 - $366,634
-4,503 Reduced 8.54%
48,233 $3.85 Million
Q4 2023

Feb 14, 2024

SELL
$66.29 - $79.0 $137,419 - $163,767
-2,073 Reduced 3.78%
52,736 $4.16 Million
Q3 2023

Nov 14, 2023

SELL
$65.17 - $76.41 $84,721 - $99,333
-1,300 Reduced 2.32%
54,809 $3.83 Million
Q2 2023

Aug 04, 2023

BUY
$66.65 - $77.75 $179,355 - $209,225
2,691 Added 5.04%
56,109 $3.88 Million
Q1 2023

May 15, 2023

BUY
$72.37 - $92.89 $767,845 - $985,562
10,610 Added 24.79%
53,418 $3.97 Million
Q4 2022

Feb 14, 2023

SELL
$88.25 - $103.78 $20,827 - $24,492
-236 Reduced 0.55%
42,808 $3.99 Million
Q3 2022

Nov 14, 2022

SELL
$92.53 - $106.43 $92 - $106
-1 Reduced -0.0%
43,044 $4.11 Million
Q2 2022

Aug 15, 2022

BUY
$88.66 - $106.64 $12,412 - $14,929
140 Added 0.33%
43,045 $3.99 Million
Q1 2022

May 16, 2022

SELL
$100.77 - $110.83 $532,267 - $585,404
-5,282 Reduced 10.96%
42,905 $4.34 Million
Q4 2021

Feb 14, 2022

SELL
$83.15 - $103.7 $17,877 - $22,295
-215 Reduced 0.44%
48,187 $4.97 Million
Q3 2021

Nov 15, 2021

SELL
$80.05 - $87.47 $21,213 - $23,179
-265 Reduced 0.54%
48,402 $4.11 Million
Q2 2021

Aug 16, 2021

SELL
$73.79 - $89.81 $342,680 - $417,077
-4,644 Reduced 8.71%
48,667 $4.06 Million
Q1 2021

May 17, 2021

SELL
$68.13 - $76.3 $164,738 - $184,493
-2,418 Reduced 4.34%
53,311 $4.01 Million
Q4 2020

Feb 16, 2021

BUY
$55.93 - $74.5 $447,272 - $595,776
7,997 Added 16.75%
55,729 $3.81 Million
Q3 2020

Nov 16, 2020

BUY
$56.71 - $65.71 $33,742 - $39,097
595 Added 1.26%
47,732 $2.79 Million
Q2 2020

Aug 13, 2020

SELL
$55.41 - $70.62 $280,263 - $357,195
-5,058 Reduced 9.69%
47,137 $3.06 Million
Q1 2020

May 14, 2020

BUY
$52.3 - $76.05 $43,095 - $62,665
824 Added 1.6%
52,195 $3.1 Million
Q4 2019

Feb 13, 2020

BUY
$60.38 - $76.58 $38,039 - $48,245
630 Added 1.24%
51,371 $3.82 Million
Q3 2019

Nov 14, 2019

BUY
$54.09 - $64.3 $1.28 Million - $1.53 Million
23,725 Added 87.82%
50,741 $3.2 Million
Q2 2019

Aug 13, 2019

SELL
$52.13 - $57.33 $60,835 - $66,904
-1,167 Reduced 4.14%
27,016 $1.47 Million
Q1 2019

May 14, 2019

BUY
$52.36 - $69.88 $31,206 - $41,648
596 Added 2.16%
28,183 $1.52 Million
Q4 2018

Feb 13, 2019

SELL
$62.92 - $80.8 $151,700 - $194,808
-2,411 Reduced 8.04%
27,587 $1.81 Million
Q3 2018

Nov 13, 2018

BUY
$63.78 - $79.59 $88,654 - $110,630
1,390 Added 4.86%
29,998 $2.36 Million
Q2 2018

Aug 14, 2018

BUY
$60.71 - $72.18 $442,879 - $526,553
7,295 Added 34.23%
28,608 $1.84 Million
Q1 2018

May 15, 2018

SELL
$60.6 - $83.63 $12,120 - $16,726
-200 Reduced 0.93%
21,313 $1.33 Million
Q4 2017

Feb 13, 2018

SELL
$66.8 - $80.91 $662,121 - $801,979
-9,912 Reduced 31.54%
21,513 $1.56 Million
Q3 2017

Nov 13, 2017

BUY
$75.35 - $83.31 $2.37 Million - $2.62 Million
31,425
31,425 $2.56 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 $74B
  • 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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