Mount Yale Investment Advisors, LLC Cvs Health Corp Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

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 5,915 shares of CVS stock, worth $336,090. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,915
Previous 93,578 93.68%
Holding current value
$336,090
Previous $5.88 Million 95.49%
% of portfolio
0.02%
Previous 0.57%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$43.78 - $67.46 $3.84 Million - $5.91 Million
-87,663 Reduced 93.68%
5,915 $265,000
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

# of Institutions
2,004
Shares Held
962M
Call Options Held
24.9M
Put Options Held
20.2M
View Full List

About CVS HEALTH Corp

CVS Quotes by TradingView
  • Ticker CVS
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 1,312,829,952
  • Market Cap $74.6B
  • 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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