A detailed history of Oak Hill Wealth Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 5,154 shares of CVS stock, worth $298,983. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,154
Previous 5,750 10.37%
Holding current value
$298,983
Previous $340 Million 4.57%
% of portfolio
0.08%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$53.63 - $79.56 $308,372 - $457,470
5,750 New
5,750 $340 Million
Q4 2023

Feb 07, 2024

SELL
$66.29 - $79.0 $101,556 - $121,028
-1,532 Reduced 18.06%
6,950 $549 Million
Q3 2023

Apr 02, 2024

SELL
$65.17 - $76.41 $118,153 - $138,531
-1,813 Reduced 19.68%
7,401 $517 Million
Q3 2023

Nov 02, 2023

SELL
$65.17 - $76.41 $117,892 - $138,225
-1,809 Reduced 17.58%
8,482 $592 Million
Q2 2023

Apr 02, 2024

SELL
$66.65 - $77.75 $5,598 - $6,531
-84 Reduced 0.9%
9,214 $763 Million
Q2 2023

Jul 25, 2023

SELL
$66.65 - $77.75 $5,332 - $6,220
-80 Reduced 0.77%
10,291 $838 Million
Q1 2023

Apr 02, 2024

SELL
$72.37 - $92.89 $7,237 - $9,289
-100 Reduced 1.06%
9,298 $693 Million
Q1 2023

May 10, 2023

SELL
$72.37 - $92.89 $7,019 - $9,010
-97 Reduced 0.93%
10,371 $772 Million
Q4 2022

Apr 02, 2024

BUY
$88.25 - $103.78 $216,036 - $254,053
2,448 Added 35.22%
9,398 $876 Million
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $923,801 - $1.09 Million
10,468 New
10,468 $975 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
Track This Portfolio

Track Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.