A detailed history of Golden State Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,218 shares of CVS stock, worth $93,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,218
Previous 291 318.56%
Holding current value
$93,700
Previous $19.7 Million 326.16%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$60.04 - $70.18 $55,657 - $65,056
927 Added 318.56%
1,218 $84 Million
Q1 2025

Apr 24, 2025

SELL
$44.22 - $68.64 $161,756 - $251,085
-3,658 Reduced 92.63%
291 $19.7 Million
Q1 2025

Apr 23, 2025

BUY
$44.22 - $68.64 $171,264 - $265,842
3,873 Added 5096.05%
3,949 $267,000
Q4 2024

Jan 28, 2025

BUY
$43.78 - $67.46 $3,327 - $5,126
76 New
76 $3.42 Million
Q1 2022

May 16, 2022

SELL
$100.77 - $110.83 $228,344 - $251,140
-2,266 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$83.15 - $103.7 $188,417 - $234,984
2,266 New
2,266 $234,000
Q4 2020

Jan 28, 2021

SELL
$55.93 - $74.5 $94,465 - $125,830
-1,689 Closed
0 $0
Q3 2020

Nov 12, 2020

SELL
$56.71 - $65.71 $112,455 - $130,302
-1,983 Reduced 54.0%
1,689 $99,000
Q2 2020

Aug 13, 2020

BUY
$55.41 - $70.62 $203,465 - $259,316
3,672 New
3,672 $239,000
Q2 2020

Aug 11, 2020

SELL
$55.41 - $70.62 $88,988 - $113,415
-1,606 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$52.3 - $76.05 $83,993 - $122,136
1,606 New
1,606 $95,000

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 $101B
  • 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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