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 2,675 shares of CVS stock, worth $157,985. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,675
Previous 2,675 -0.0%
Holding current value
$157,985
Previous $211,000 0.95%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson 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 Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.