A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 3,572 shares of CVS stock, worth $205,461. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,572
Previous 3,672 2.72%
Holding current value
$205,461
Previous $289,000 1.73%
% of portfolio
0.16%
Previous 0.17%

Shares

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

May 10, 2024

SELL
$71.99 - $81.42 $7,198 - $8,142
-100 Reduced 2.72%
3,572 $284,000
Q4 2023

Feb 09, 2024

SELL
$66.29 - $79.0 $36,459 - $43,450
-550 Reduced 13.03%
3,672 $289,000
Q3 2023

Nov 09, 2023

SELL
$65.17 - $76.41 $406,139 - $476,187
-6,232 Reduced 59.61%
4,222 $294,000
Q2 2023

Aug 10, 2023

SELL
$66.65 - $77.75 $66 - $77
-1 Reduced 0.01%
10,454 $722,000
Q1 2023

May 11, 2023

SELL
$72.37 - $92.89 $14,474 - $18,578
-200 Reduced 1.88%
10,455 $776,000
Q4 2022

Feb 14, 2023

SELL
$88.25 - $103.78 $26,475 - $31,134
-300 Reduced 2.74%
10,655 $993,000
Q3 2022

Nov 08, 2022

SELL
$92.53 - $106.43 $18,506 - $21,286
-200 Reduced 1.79%
10,955 $1.05 Million
Q2 2022

Aug 11, 2022

SELL
$88.66 - $106.64 $35,464 - $42,656
-400 Reduced 3.46%
11,155 $1.03 Million
Q1 2022

May 12, 2022

BUY
$100.77 - $110.83 $108,831 - $119,696
1,080 Added 10.31%
11,555 $1.17 Million
Q4 2021

Feb 11, 2022

BUY
$83.15 - $103.7 $55,377 - $69,064
666 Added 6.79%
10,475 $1.08 Million
Q2 2021

Aug 12, 2021

SELL
$73.79 - $89.81 $6,124 - $7,454
-83 Reduced 0.84%
9,809 $818,000
Q1 2021

May 11, 2021

SELL
$68.13 - $76.3 $240,907 - $269,796
-3,536 Reduced 26.33%
9,892 $744,000
Q4 2020

Feb 11, 2021

SELL
$55.93 - $74.5 $29,810 - $39,708
-533 Reduced 3.82%
13,428 $917,000
Q3 2020

Nov 12, 2020

SELL
$56.71 - $65.71 $876,112 - $1.02 Million
-15,449 Reduced 52.53%
13,961 $815,000
Q2 2020

Aug 10, 2020

SELL
$55.41 - $70.62 $354,402 - $451,685
-6,396 Reduced 17.86%
29,410 $1.91 Million
Q1 2020

May 07, 2020

BUY
$52.3 - $76.05 $6,799 - $9,886
130 Added 0.36%
35,806 $2.12 Million
Q4 2019

Feb 10, 2020

BUY
$60.38 - $76.58 $84,532 - $107,212
1,400 Added 4.08%
35,676 $2.65 Million
Q3 2019

Nov 12, 2019

BUY
$54.09 - $64.3 $250,436 - $297,709
4,630 Added 15.62%
34,276 $2.16 Million
Q2 2019

Aug 12, 2019

BUY
$52.13 - $57.33 $76,839 - $84,504
1,474 Added 5.23%
29,646 $1.62 Million
Q1 2019

May 10, 2019

SELL
$52.36 - $69.88 $5,236 - $6,988
-100 Reduced 0.35%
28,172 $1.52 Million
Q4 2018

Feb 11, 2019

SELL
$62.92 - $80.8 $34,039 - $43,712
-541 Reduced 1.88%
28,272 $1.85 Million
Q3 2018

Nov 13, 2018

SELL
$63.78 - $79.59 $75,898 - $94,712
-1,190 Reduced 3.97%
28,813 $2.27 Million
Q2 2018

Aug 09, 2018

BUY
$60.71 - $72.18 $192,147 - $228,449
3,165 Added 11.79%
30,003 $1.93 Million
Q1 2018

May 08, 2018

SELL
$60.6 - $83.63 $516,312 - $712,527
-8,520 Reduced 24.1%
26,838 $1.67 Million
Q4 2017

Feb 09, 2018

SELL
$66.8 - $80.91 $867,197 - $1.05 Million
-12,982 Reduced 26.86%
35,358 $2.56 Million
Q3 2017

Nov 09, 2017

BUY
$75.35 - $83.31 $3.64 Million - $4.03 Million
48,340
48,340 $3.93 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 $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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