A detailed history of Jeppson Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,567 shares of CVS stock, worth $291,312. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,567
Previous 6,732 2.45%
Holding current value
$291,312
Previous $397,000 3.78%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 04, 2024

SELL
$55.81 - $63.18 $9,208 - $10,424
-165 Reduced 2.45%
6,567 $412,000
Q2 2024

Aug 05, 2024

BUY
$53.63 - $79.56 $217,576 - $322,774
4,057 Added 151.66%
6,732 $397,000
Q4 2023

Jan 11, 2024

BUY
$66.29 - $79.0 $177,325 - $211,325
2,675 New
2,675 $211,000
Q1 2023

Apr 27, 2023

SELL
$72.37 - $92.89 $3,618 - $4,644
-50 Reduced 1.74%
2,825 $209,000
Q2 2022

Aug 03, 2022

BUY
$88.66 - $106.64 $21,721 - $26,126
245 Added 9.32%
2,875 $266,000
Q1 2022

Apr 27, 2022

BUY
$100.77 - $110.83 $2,015 - $2,216
20 Added 0.77%
2,630 $266,000
Q2 2021

Jul 20, 2021

BUY
$73.79 - $89.81 $192,591 - $234,404
2,610 New
2,610 $217,000
Q4 2020

Mar 05, 2021

SELL
$55.93 - $74.5 $146,424 - $195,041
-2,618 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$56.71 - $65.71 $148,466 - $172,028
2,618 New
2,618 $153,000

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 $58.2B
  • 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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