A detailed history of Ever Source Wealth Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,828 shares of CVS stock, worth $724,605. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,828
Previous 15,618 1.34%
Holding current value
$724,605
Previous $922,000 7.81%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 08, 2024

BUY
$55.81 - $63.18 $11,720 - $13,267
210 Added 1.34%
15,828 $994,000
Q2 2024

Aug 13, 2024

BUY
$53.63 - $79.56 $94,013 - $139,468
1,753 Added 12.64%
15,618 $922,000
Q1 2024

Jun 11, 2024

BUY
$71.99 - $81.42 $213,810 - $241,817
2,970 Added 27.26%
13,865 $1.11 Million
Q4 2023

Feb 09, 2024

SELL
$66.29 - $79.0 $433,072 - $516,107
-6,533 Reduced 37.49%
10,895 $860,000
Q3 2023

Nov 03, 2023

SELL
$65.17 - $76.41 $80,159 - $93,984
-1,230 Reduced 6.59%
17,428 $1.22 Million
Q2 2023

Aug 04, 2023

BUY
$66.65 - $77.75 $497,342 - $580,170
7,462 Added 66.65%
18,658 $1.29 Million
Q1 2023

May 11, 2023

BUY
$72.37 - $92.89 $56,810 - $72,918
785 Added 7.54%
11,196 $831,000
Q4 2022

Feb 09, 2023

SELL
$88.25 - $103.78 $235,009 - $276,366
-2,663 Reduced 20.37%
10,411 $970,000
Q3 2022

Nov 07, 2022

BUY
$92.53 - $106.43 $941,215 - $1.08 Million
10,172 Added 350.52%
13,074 $1.25 Million
Q2 2022

Aug 01, 2022

BUY
$88.66 - $106.64 $74,208 - $89,257
837 Added 40.53%
2,902 $269,000
Q1 2022

May 25, 2022

BUY
$100.77 - $110.83 $25,293 - $27,818
251 Added 13.84%
2,065 $209,000
Q4 2021

Feb 07, 2022

BUY
$83.15 - $103.7 $150,834 - $188,111
1,814 New
1,814 $187,000

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 $60.1B
  • 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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