A detailed history of Schechter Investment Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 14,434 shares of CVS stock, worth $859,833. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,434
Previous 14,657 1.52%
Holding current value
$859,833
Previous $1.16 Million 0.52%
% of portfolio
0.11%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$71.99 - $81.42 $16,053 - $18,156
-223 Reduced 1.52%
14,434 $1.15 Million
Q4 2023

Jan 17, 2024

BUY
$66.29 - $79.0 $928 - $1,106
14 Added 0.1%
14,657 $1.16 Million
Q3 2023

Nov 06, 2023

SELL
$65.17 - $76.41 $430,643 - $504,917
-6,608 Reduced 31.1%
14,643 $1.02 Million
Q2 2023

Jul 26, 2023

BUY
$66.65 - $77.75 $34,391 - $40,119
516 Added 2.49%
21,251 $1.47 Million
Q1 2023

Apr 28, 2023

SELL
$72.37 - $92.89 $495,083 - $635,460
-6,841 Reduced 24.81%
20,735 $1.54 Million
Q4 2022

Feb 13, 2023

SELL
$88.25 - $103.78 $60,186 - $70,777
-682 Reduced 2.41%
27,576 $2.57 Million
Q3 2022

Nov 04, 2022

BUY
$92.53 - $106.43 $328,388 - $377,720
3,549 Added 14.36%
28,258 $2.7 Million
Q2 2022

Nov 03, 2022

BUY
$88.66 - $106.64 $2.19 Million - $2.63 Million
24,709 New
24,709 $2.29 Million
Q1 2022

Nov 18, 2022

SELL
$100.77 - $110.83 $221,794 - $243,936
-2,201 Reduced 7.79%
26,057 $2.64 Million
Q4 2021

Dec 27, 2022

SELL
$83.15 - $103.7 $47,146 - $58,797
-567 Reduced 2.01%
27,691 $2.86 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 $78.2B
  • 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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