Sax Wealth Advisors, LLC Cvs Health Corp Transaction History

Sax Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$65.17 - $76.41 $10,166 - $11,919	156 Added 3.95%	4,103 $286,000
Q1 2023 May 05, 2023	SELL	$72.37 - $92.89 $19,539 - $25,080	-270 Reduced 6.4%	3,947 $293,000
Q4 2022 Feb 06, 2023	BUY	$88.25 - $103.78 $87,632 - $103,053	993 Added 30.8%	4,217 $393,000
Q3 2022 Nov 08, 2022	SELL	$92.53 - $106.43 $1,758 - $2,022	-19 Reduced 0.59%	3,224 $307,000
Q2 2022 Aug 11, 2022	BUY	$88.66 - $106.64 $265 - $319	3 Added 0.09%	3,243 $300,000
Q4 2021 Feb 07, 2022	BUY	$83.15 - $103.7 $20,454 - $25,510	246 Added 8.22%	3,240 $334,000
Q3 2021 Dec 10, 2021	SELL	$80.05 - $87.47 $19,212 - $20,992	-240 Reduced 7.42%	2,994 $254,000
Q2 2021 Aug 12, 2021	BUY	$73.79 - $89.81 $9,076 - $11,046	123 Added 3.95%	3,234 $270,000
Q1 2021 May 14, 2021	BUY	$68.13 - $76.3 $1,635 - $1,831	24 Added 0.78%	3,111 $234,000
Q4 2020 Feb 16, 2021	BUY	$55.93 - $74.5 $172,655 - $229,981	3,087 New	3,087 $211,000

2,118

994M

21.5M

16.9M

Ticker CVS
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 1,312,829,952
Market Cap $73.9B
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...

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