A detailed history of Mount Yale Investment Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 93,578 shares of CVS stock, worth $5.43 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
93,578
Previous 105,308 11.14%
Holding current value
$5.43 Million
Previous $6.22 Million 5.45%
% of portfolio
0.57%
Previous 0.5%

Shares

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

Oct 23, 2024

SELL
$55.81 - $63.18 $654,651 - $741,101
-11,730 Reduced 11.14%
93,578 $5.88 Million
Q2 2024

Aug 13, 2024

SELL
$53.63 - $79.56 $200,039 - $296,758
-3,730 Reduced 3.42%
105,308 $6.22 Million
Q1 2024

May 15, 2024

BUY
$71.99 - $81.42 $1.77 Million - $2 Million
24,598 Added 29.13%
109,038 $8.7 Million
Q4 2023

Feb 12, 2024

SELL
$66.29 - $79.0 $2.13 Million - $2.54 Million
-32,115 Reduced 27.55%
84,440 $6.67 Million
Q3 2023

Oct 11, 2023

SELL
$65.17 - $76.41 $234,807 - $275,305
-3,603 Reduced 3.0%
116,555 $8.14 Million
Q2 2023

Aug 14, 2023

BUY
$66.65 - $77.75 $1.15 Million - $1.34 Million
17,187 Added 16.69%
120,158 $8.31 Million
Q1 2023

May 11, 2023

BUY
$72.37 - $92.89 $60,718 - $77,934
839 Added 0.82%
102,971 $7.65 Million
Q4 2022

Feb 13, 2023

BUY
$88.25 - $103.78 $231,921 - $272,733
2,628 Added 2.64%
102,132 $9.52 Million
Q3 2022

Nov 07, 2022

SELL
$92.53 - $106.43 $610,235 - $701,905
-6,595 Reduced 6.22%
99,504 $9.49 Million
Q2 2022

Aug 02, 2022

BUY
$88.66 - $106.64 $380,262 - $457,378
4,289 Added 4.21%
106,099 $9.83 Million
Q1 2022

May 03, 2022

SELL
$100.77 - $110.83 $896,550 - $986,054
-8,897 Reduced 8.04%
101,810 $10.3 Million
Q4 2021

Feb 02, 2022

SELL
$83.15 - $103.7 $2,078 - $2,592
-25 Reduced 0.02%
110,707 $11.4 Million
Q3 2021

Nov 02, 2021

BUY
$80.05 - $87.47 $578,601 - $632,233
7,228 Added 6.98%
110,732 $9.4 Million
Q2 2021

Aug 04, 2021

BUY
$73.79 - $89.81 $61,024 - $74,272
827 Added 0.81%
103,504 $8.64 Million
Q1 2021

May 04, 2021

BUY
$68.13 - $76.3 $81,551 - $91,331
1,197 Added 1.18%
102,677 $7.72 Million
Q4 2020

Feb 12, 2021

SELL
$55.93 - $74.5 $1,901 - $2,533
-34 Reduced 0.03%
101,480 $6.93 Million
Q3 2020

Nov 16, 2020

SELL
$56.71 - $65.71 $1.1 Million - $1.28 Million
-19,417 Reduced 16.06%
101,514 $5.93 Million
Q2 2020

Jul 09, 2020

SELL
$55.41 - $70.62 $1.53 Million - $1.94 Million
-27,531 Reduced 18.54%
120,931 $7.86 Million
Q1 2020

May 04, 2020

SELL
$52.3 - $76.05 $73,167 - $106,393
-1,399 Reduced 0.93%
148,462 $8.81 Million
Q4 2019

Feb 13, 2020

BUY
$60.38 - $76.58 $117,982 - $149,637
1,954 Added 1.32%
149,861 $10.2 Million
Q3 2019

Nov 14, 2019

SELL
$54.09 - $64.3 $1.68 Million - $2 Million
-31,035 Reduced 17.34%
147,907 $10.7 Million
Q2 2019

Aug 13, 2019

BUY
$52.13 - $57.33 $1.64 Million - $1.81 Million
31,554 Added 21.41%
178,942 $10.4 Million
Q1 2019

May 15, 2019

BUY
$52.36 - $69.88 $65,135 - $86,930
1,244 Added 0.85%
147,388 $7.95 Million
Q4 2018

Feb 14, 2019

BUY
$62.92 - $80.8 $97,463 - $125,159
1,549 Added 1.07%
146,144 $9.51 Million
Q3 2018

Nov 13, 2018

BUY
$63.78 - $79.59 $423,180 - $528,079
6,635 Added 4.81%
144,595 $11.4 Million
Q2 2018

Aug 22, 2018

BUY
$60.71 - $72.18 $579,537 - $689,030
9,546 Added 7.43%
137,960 $8.88 Million
Q1 2018

Jun 25, 2018

BUY
$60.6 - $83.63 $7.78 Million - $10.7 Million
128,414 New
128,414 $7.99 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 $76.2B
  • 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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