A detailed history of Ledge Wealth Management, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 17,929 shares of CVS stock, worth $795,330. This represents 0.55% of its overall portfolio holdings.

Number of Shares
17,929
Previous 19,835 9.61%
Holding current value
$795,330
Previous $1.38 Million 2.24%
% of portfolio
0.55%
Previous 0.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$66.29 - $79.0 $126,348 - $150,574
-1,906 Reduced 9.61%
17,929 $1.42 Million
Q3 2023

Oct 23, 2023

SELL
$65.17 - $76.41 $421,910 - $494,678
-6,474 Reduced 24.61%
19,835 $1.38 Million
Q2 2023

Jul 11, 2023

BUY
$66.65 - $77.75 $74,314 - $86,691
1,115 Added 4.43%
26,309 $1.82 Million
Q1 2023

Apr 14, 2023

BUY
$72.37 - $92.89 $156,319 - $200,642
2,160 Added 9.38%
25,194 $1.87 Million
Q4 2022

Feb 02, 2023

BUY
$88.25 - $103.78 $352,382 - $414,393
3,993 Added 20.97%
23,034 $2.15 Million
Q3 2022

Oct 18, 2022

SELL
$92.53 - $106.43 $256,863 - $295,449
-2,776 Reduced 12.72%
19,041 $1.82 Million
Q2 2022

Jul 20, 2022

BUY
$88.66 - $106.64 $328,751 - $395,421
3,708 Added 20.48%
21,817 $2.02 Million
Q1 2022

May 10, 2022

BUY
$100.77 - $110.83 $1.82 Million - $2.01 Million
18,109 New
18,109 $1.83 Million

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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