Summit Financial Wealth Advisors, LLC Cvs Health Corp Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 10,457 shares of CVS stock, worth $804,457. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,457
Previous 9,680 8.03%
Holding current value
$804,457
Previous $667,000 18.14%
% of portfolio
0.13%
Previous 0.12%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$58.75 - $76.5 $45,648 - $59,440
777 Added 8.03%
10,457 $788,000
Q2 2025

Sep 29, 2025
SELL
$60.04 - $70.18 $43,408 - $50,740
-723 Reduced 6.95%
9,680 $667,000
Q4 2024

Feb 13, 2025
SELL
$43.78 - $67.46 $242,760 - $374,065
-5,545 Reduced 34.77%
10,403 $466,000
Q3 2024

Nov 13, 2024
SELL
$55.81 - $63.18 $305,559 - $345,910
-5,475 Reduced 25.56%
15,948 $1 Million
Q2 2024

Aug 12, 2024
BUY
$53.63 - $79.56 $146,892 - $217,914
2,739 Added 14.66%
21,423 $1.27 Million
Q1 2024

May 02, 2024
SELL
$71.99 - $81.42 $101,505 - $114,802
-1,410 Reduced 7.02%
18,684 $1.49 Million
Q4 2023

Jan 19, 2024
SELL
$66.29 - $79.0 $57,274 - $68,256
-864 Reduced 4.12%
20,094 $1.59 Million
Q3 2023

Nov 13, 2023
BUY
$65.17 - $76.41 $173,678 - $203,632
2,665 Added 14.57%
20,958 $1.46 Million
Q2 2023

Jul 12, 2023
BUY
$66.65 - $77.75 $37,990 - $44,317
570 Added 3.22%
18,293 $1.26 Million
Q1 2023

Apr 10, 2023
SELL
$72.37 - $92.89 $112,535 - $144,443
-1,555 Reduced 8.07%
17,723 $1.32 Million
Q4 2022

Jan 17, 2023
SELL
$88.25 - $103.78 $30,887 - $36,323
-350 Reduced 1.78%
19,278 $0
Q3 2022

Oct 28, 2022
BUY
$92.53 - $106.43 $66,621 - $76,629
720 Added 3.81%
19,628 $1.82 Million
Q2 2022

Jul 26, 2022
SELL
$88.66 - $106.64 $110,115 - $132,446
-1,242 Reduced 6.16%
18,908 $1.79 Million
Q1 2022

May 06, 2022
SELL
$100.77 - $110.83 $124,753 - $137,207
-1,238 Reduced 5.79%
20,150 $2.04 Million
Q4 2021

Jan 12, 2022
SELL
$83.15 - $103.7 $187,919 - $234,362
-2,260 Reduced 9.56%
21,388 $2.23 Million
Q3 2021

Nov 05, 2021
BUY
$80.05 - $87.47 $21,133 - $23,092
264 Added 1.13%
23,648 $2.01 Million
Q2 2021

Aug 09, 2021
BUY
$73.79 - $89.81 $132,748 - $161,568
1,799 Added 8.33%
23,384 $1.95 Million
Q1 2021

Apr 23, 2021
BUY
$68.13 - $76.3 $12,535 - $14,039
184 Added 0.86%
21,585 $1.47 Million
Q4 2020

Jan 11, 2021
SELL
$55.93 - $74.5 $251,237 - $334,654
-4,492 Reduced 17.35%
21,401 $1.25 Million
Q3 2020

Nov 09, 2020
SELL
$56.71 - $65.71 $239,316 - $277,296
-4,220 Reduced 14.01%
25,893 $1.5 Million
Q2 2020

Jul 16, 2020
SELL
$55.41 - $70.62 $376,012 - $479,227
-6,786 Reduced 18.39%
30,113 $1.9 Million
Q1 2020

Apr 29, 2020
SELL
$52.3 - $76.05 $451,192 - $656,083
-8,627 Reduced 18.95%
36,899 $2.07 Million
Q4 2019

Jan 28, 2020
SELL
$60.38 - $76.58 $295,499 - $374,782
-4,894 Reduced 9.71%
45,526 $3.23 Million
Q3 2019

Nov 05, 2019
SELL
$54.09 - $64.3 $163,459 - $194,314
-3,022 Reduced 5.65%
50,420 $3.17 Million
Q2 2019

Jul 16, 2019
SELL
$52.13 - $57.33 $499,196 - $548,992
-9,576 Reduced 15.2%
53,442 $2.91 Million
Q1 2019

May 01, 2019
BUY
$52.36 - $69.88 $1.26 Million - $1.68 Million
24,045 Added 61.7%
63,018 $3.33 Million
Q4 2018

Feb 01, 2019
SELL
$62.92 - $80.8 $345,682 - $443,915
-5,494 Reduced 12.36%
38,973 $2.55 Million
Q3 2018

Oct 22, 2018
BUY
$63.78 - $79.59 $375,664 - $468,785
5,890 Added 15.27%
44,467 $3.25 Million
Q2 2018

Jul 06, 2018
SELL
$60.71 - $72.18 $56,035 - $66,622
-923 Reduced 2.34%
38,577 $2.4 Million
Q1 2018

Apr 09, 2018
BUY
$60.6 - $83.63 $1.04 Million - $1.44 Million
17,172 Added 76.91%
39,500 $2.46 Million
Q1 2018

Apr 06, 2018
BUY
$60.6 - $83.63 $1.35 Million - $1.87 Million
22,328 New
22,328 $1.39 Million
Q3 2017

Nov 06, 2017
SELL
$75.35 - $83.31 $212,863 - $235,350
-2,825 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,825
2,825 $227,000

Others Institutions Holding CVS

# of Institutions
2,126
Shares Held
1.04B
Call Options Held
26.6M
Put Options Held
23.4M
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 $101B
  • 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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