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 30,246 shares of CVS stock, worth $1.75 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,246
Previous 45,666 33.77%
Holding current value
$1.75 Million
Previous $2.7 Million 29.55%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$55.81 - $63.18 $860,590 - $974,235
-15,420 Reduced 33.77%
30,246 $1.9 Million
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 $76.2B
  • 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...
More about CVS
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.