A detailed history of Iht Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 50,777 shares of CVS stock, worth $3.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
50,777
Previous 37,988 33.67%
Holding current value
$3.12 Million
Previous $3.03 Million 1.02%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 14, 2024

BUY
$53.63 - $79.56 $685,874 - $1.02 Million
12,789 Added 33.67%
50,777 $3 Million
Q1 2024

May 15, 2024

BUY
$71.99 - $81.42 $237,423 - $268,523
3,298 Added 9.51%
37,988 $3.03 Million
Q4 2023

Feb 14, 2024

SELL
$66.29 - $79.0 $374,737 - $446,587
-5,653 Reduced 14.01%
34,690 $2.74 Million
Q3 2023

Nov 14, 2023

BUY
$65.17 - $76.41 $325,328 - $381,438
4,992 Added 14.12%
40,343 $2.82 Million
Q2 2023

Aug 14, 2023

BUY
$66.65 - $77.75 $965,758 - $1.13 Million
14,490 Added 69.46%
35,351 $2.44 Million
Q1 2023

May 15, 2023

SELL
$72.37 - $92.89 $50,152 - $64,372
-693 Reduced 3.22%
20,861 $1.55 Million
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $65,040 - $76,485
737 Added 3.54%
21,554 $2.01 Million
Q3 2022

Nov 22, 2022

BUY
$92.53 - $106.43 $775,586 - $892,096
8,382 Added 67.41%
20,817 $1.99 Million
Q2 2022

Aug 15, 2022

SELL
$88.66 - $106.64 $102,313 - $123,062
-1,154 Reduced 8.49%
12,435 $1.15 Million
Q1 2022

May 16, 2022

SELL
$100.77 - $110.83 $2,418 - $2,659
-24 Reduced 0.18%
13,589 $1.38 Million
Q4 2021

Feb 14, 2022

SELL
$83.15 - $103.7 $43,321 - $54,027
-521 Reduced 3.69%
13,613 $1.4 Million
Q3 2021

Nov 15, 2021

SELL
$80.05 - $87.47 $353,580 - $386,354
-4,417 Reduced 23.81%
14,134 $1.2 Million
Q2 2021

Aug 16, 2021

SELL
$73.79 - $89.81 $11,880 - $14,459
-161 Reduced 0.86%
18,551 $1.55 Million
Q1 2021

May 18, 2021

SELL
$68.13 - $76.3 $10,423 - $11,673
-153 Reduced 0.81%
18,712 $1.41 Million
Q4 2020

Feb 17, 2021

BUY
$55.93 - $74.5 $84,566 - $112,644
1,512 Added 8.71%
18,865 $1.29 Million
Q3 2020

Nov 19, 2020

BUY
$56.71 - $65.71 $217,312 - $251,800
3,832 Added 28.34%
17,353 $1.01 Million
Q2 2020

Aug 14, 2020

SELL
$55.41 - $70.62 $266,632 - $339,823
-4,812 Reduced 26.25%
13,521 $878,000
Q1 2020

May 13, 2020

SELL
$52.3 - $76.05 $145,446 - $211,495
-2,781 Reduced 13.17%
18,333 $1.09 Million
Q4 2019

Feb 18, 2020

BUY
$60.38 - $76.58 $463,476 - $587,828
7,676 Added 57.12%
21,114 $1.57 Million
Q3 2019

Nov 15, 2019

BUY
$54.09 - $64.3 $126,246 - $150,076
2,334 Added 21.02%
13,438 $850,000
Q2 2019

Aug 12, 2019

BUY
$52.13 - $57.33 $96,023 - $105,601
1,842 Added 19.89%
11,104 $605,000
Q1 2019

May 16, 2019

BUY
$52.36 - $69.88 $24,452 - $32,633
467 Added 5.31%
9,262 $500,000
Q4 2018

Feb 15, 2019

BUY
$62.92 - $80.8 $93,750 - $120,392
1,490 Added 20.4%
8,795 $576,000
Q3 2018

Nov 14, 2018

BUY
$63.78 - $79.59 $37,566 - $46,878
589 Added 8.77%
7,305 $575,000
Q2 2018

Aug 13, 2018

BUY
$60.71 - $72.18 $22,584 - $26,850
372 Added 5.86%
6,716 $432,000
Q1 2018

May 15, 2018

SELL
$60.6 - $83.63 $71,386 - $98,516
-1,178 Reduced 15.66%
6,344 $387,000
Q4 2017

Feb 14, 2018

SELL
$66.8 - $80.91 $3,941 - $4,773
-59 Reduced 0.78%
7,522 $585,000
Q3 2017

Nov 14, 2017

BUY
$75.35 - $83.31 $571,228 - $631,573
7,581
7,581 $563,000

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 $80.6B
  • 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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