A detailed history of Foundations Investment Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 13,490 shares of CVS stock, worth $796,719. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,490
Previous 11,944 12.94%
Holding current value
$796,719
Previous $943,000 14.0%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$71.99 - $81.42 $111,296 - $125,875
1,546 Added 12.94%
13,490 $1.08 Million
Q4 2023

Feb 08, 2024

SELL
$66.29 - $79.0 $1.62 Million - $1.93 Million
-24,426 Reduced 67.16%
11,944 $943,000
Q3 2023

Oct 05, 2023

BUY
$65.17 - $76.41 $1.01 Million - $1.18 Million
15,428 Added 73.67%
36,370 $2.54 Million
Q2 2023

Jul 19, 2023

BUY
$66.65 - $77.75 $636,107 - $742,046
9,544 Added 83.73%
20,942 $1.45 Million
Q1 2023

Apr 25, 2023

BUY
$72.37 - $92.89 $174,556 - $224,050
2,412 Added 26.84%
11,398 $846,000
Q4 2022

Jan 11, 2023

SELL
$88.25 - $103.78 $239,422 - $281,555
-2,713 Reduced 23.19%
8,986 $0
Q3 2022

Oct 19, 2022

SELL
$92.53 - $106.43 $80,871 - $93,019
-874 Reduced 6.95%
11,699 $1.12 Million
Q2 2022

Jul 08, 2022

BUY
$88.66 - $106.64 $85,734 - $103,120
967 Added 8.33%
12,573 $1.17 Million
Q1 2022

Apr 19, 2022

SELL
$100.77 - $110.83 $20,254 - $22,276
-201 Reduced 1.7%
11,606 $1.2 Million
Q4 2021

Jan 21, 2022

BUY
$83.15 - $103.7 $147,757 - $184,274
1,777 Added 17.72%
11,807 $1.25 Million
Q3 2021

Oct 13, 2021

BUY
$80.05 - $87.47 $29,058 - $31,751
363 Added 3.76%
10,030 $839,000
Q2 2021

Jul 14, 2021

SELL
$73.79 - $89.81 $6,862 - $8,352
-93 Reduced 0.95%
9,667 $786,000
Q1 2021

Apr 09, 2021

BUY
$68.13 - $76.3 $109,689 - $122,843
1,610 Added 19.75%
9,760 $727,000
Q4 2020

Jan 13, 2021

BUY
$55.93 - $74.5 $455,829 - $607,175
8,150 New
8,150 $610,000

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 $77.5B
  • 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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