A detailed history of Forza Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Forza Wealth Management, LLC holds 10,218 shares of CVS stock, worth $592,746. This represents 0.29% of its overall portfolio holdings.

Number of Shares
10,218
Previous 8,973 13.87%
Holding current value
$592,746
Previous $530 Million 21.24%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Oct 28, 2024

BUY
$55.81 - $63.18 $69,483 - $78,659
1,245 Added 13.87%
10,218 $643 Million
Q2 2024

Jul 17, 2024

SELL
$53.63 - $79.56 $16,089 - $23,868
-300 Reduced 3.24%
8,973 $530 Million
Q1 2024

Apr 22, 2024

SELL
$71.99 - $81.42 $14,397 - $16,284
-200 Reduced 2.11%
9,273 $740 Million
Q4 2023

Jan 24, 2024

SELL
$66.29 - $79.0 $86,177 - $102,700
-1,300 Reduced 12.07%
9,473 $748 Million
Q3 2023

Oct 24, 2023

BUY
$65.17 - $76.41 $13,034 - $15,282
200 Added 1.89%
10,773 $752 Million
Q2 2023

Jul 25, 2023

BUY
$66.65 - $77.75 $47,654 - $55,591
715 Added 7.25%
10,573 $731 Million
Q4 2022

Feb 06, 2023

BUY
$88.25 - $103.78 $869,968 - $1.02 Million
9,858 New
9,858 $919 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
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