A detailed history of Kingswood Wealth Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,546 shares of CVS stock, worth $1.41 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,546
Previous 28,420 13.63%
Holding current value
$1.41 Million
Previous $2.24 Billion 12.75%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Apr 15, 2024

SELL
$71.99 - $81.42 $278,889 - $315,421
-3,874 Reduced 13.63%
24,546 $1.96 Billion
Q4 2023

Jan 16, 2024

BUY
$66.29 - $79.0 $1.34 Million - $1.6 Million
20,190 Added 245.32%
28,420 $2.24 Billion
Q3 2023

Oct 23, 2023

SELL
$65.17 - $76.41 $1.08 Million - $1.27 Million
-16,646 Reduced 66.92%
8,230 $1.39 Billion
Q2 2023

Aug 09, 2023

BUY
$66.65 - $77.75 $1.66 Million - $1.93 Million
24,876 New
24,876 $1.43 Billion

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 $75.5B
  • 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
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