A detailed history of Personal Cfo Solutions, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 23,285 shares of CVS stock, worth $1.31 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
23,285
Previous 25,378 8.25%
Holding current value
$1.31 Million
Previous $2.02 Million 32.07%
% of portfolio
0.22%
Previous 0.34%

Shares

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

Aug 09, 2024

SELL
$53.63 - $79.56 $112,247 - $166,519
-2,093 Reduced 8.25%
23,285 $1.38 Million
Q1 2024

May 13, 2024

BUY
$71.99 - $81.42 $99,130 - $112,115
1,377 Added 5.74%
25,378 $2.02 Million
Q4 2023

Feb 13, 2024

BUY
$66.29 - $79.0 $307,983 - $367,034
4,646 Added 24.0%
24,001 $1.9 Million
Q3 2023

Nov 13, 2023

BUY
$65.17 - $76.41 $31,998 - $37,517
491 Added 2.6%
19,355 $1.35 Million
Q2 2023

Aug 10, 2023

BUY
$66.65 - $77.75 $102,307 - $119,346
1,535 Added 8.86%
18,864 $1.3 Million
Q1 2023

May 09, 2023

BUY
$72.37 - $92.89 $37,125 - $47,652
513 Added 3.05%
17,329 $1.29 Million
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $1.48 Million - $1.75 Million
16,816 New
16,816 $1.57 Million
Q2 2022

Aug 05, 2022

BUY
$88.66 - $106.64 $102,845 - $123,702
1,160 Added 14.34%
9,252 $857,000
Q1 2022

May 02, 2022

BUY
$100.77 - $110.83 $85,150 - $93,651
845 Added 11.66%
8,092 $819,000
Q4 2021

Feb 11, 2022

BUY
$83.15 - $103.7 $127,967 - $159,594
1,539 Added 26.96%
7,247 $748,000
Q3 2021

Nov 18, 2021

BUY
$80.05 - $87.47 $151,214 - $165,230
1,889 Added 49.46%
5,708 $484,000
Q2 2021

Jul 22, 2021

BUY
$73.79 - $89.81 $38,297 - $46,611
519 Added 15.73%
3,819 $319,000
Q1 2021

Apr 21, 2021

BUY
$68.13 - $76.3 $224,828 - $251,790
3,300 New
3,300 $248,000

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 $74B
  • 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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