A detailed history of Iron Horse Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,353 shares of CVS stock, worth $71,966. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,353
Previous 1,353 -0.0%
Holding current value
$71,966
Previous $79,000 7.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 17, 2024

SELL
$71.99 - $81.42 $7,198 - $8,142
-100 Reduced 6.88%
1,353 $107,000
Q3 2023

Oct 18, 2023

BUY
$65.17 - $76.41 $13,620 - $15,969
209 Added 16.8%
1,453 $101,000
Q4 2022

Jan 19, 2023

BUY
$88.25 - $103.78 $109,783 - $129,102
1,244 New
1,244 $116,000
Q2 2022

Aug 04, 2022

BUY
$88.66 - $106.64 $354 - $426
4 Added 0.32%
1,248 $116,000
Q4 2020

Jan 14, 2021

BUY
$55.93 - $74.5 $69,576 - $92,678
1,244 New
1,244 $85,000

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 $69.8B
  • 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
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.