A detailed history of Forum Private Client Group LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Forum Private Client Group LLC holds 4,414 shares of CVS stock, worth $285,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,414
Previous 4,353 1.4%
Holding current value
$285,100
Previous $347 Million 24.92%
% of portfolio
0.12%
Previous 0.17%

Shares

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

Aug 13, 2024

BUY
$53.63 - $79.56 $3,271 - $4,853
61 Added 1.4%
4,414 $261 Million
Q1 2024

May 15, 2024

BUY
$71.99 - $81.42 $3,455 - $3,908
48 Added 1.11%
4,353 $347 Million
Q4 2023

Jan 19, 2024

BUY
$66.29 - $79.0 $285,378 - $340,095
4,305 New
4,305 $340 Million
Q2 2023

Aug 02, 2023

SELL
$66.65 - $77.75 $1,599 - $1,866
-24 Reduced 0.57%
4,172 $288,000
Q1 2023

May 15, 2023

SELL
$72.37 - $92.89 $289 - $371
-4 Reduced 0.1%
4,196 $311,000
Q4 2022

Feb 10, 2023

SELL
$88.25 - $103.78 $264 - $311
-3 Reduced 0.07%
4,200 $391,000
Q3 2022

Nov 10, 2022

BUY
$92.53 - $106.43 $925 - $1,064
10 Added 0.24%
4,203 $401,000
Q2 2022

Aug 05, 2022

BUY
$88.66 - $106.64 $620 - $746
7 Added 0.17%
4,193 $388,000
Q1 2022

Aug 05, 2022

BUY
$100.77 - $110.83 $421,823 - $463,934
4,186 New
4,186 $424,000

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 $84.8B
  • 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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