A detailed history of Surevest, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Surevest, LLC holds 241 shares of CVS stock, worth $10,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares
241
Previous 256 5.86%
Holding current value
$10,613
Previous $24,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$92.53 - $106.43 $1,387 - $1,596
-15 Reduced 5.86%
241 $23,000
Q2 2022

Aug 15, 2022

BUY
$88.66 - $106.64 $1,329 - $1,599
15 Added 6.22%
256 $24,000
Q4 2021

Feb 11, 2022

BUY
$83.15 - $103.7 $20,039 - $24,991
241 New
241 $25,000
Q1 2020

Apr 16, 2020

SELL
$52.3 - $76.05 $348,108 - $506,188
-6,656 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$60.38 - $76.58 $61,104 - $77,498
-1,012 Reduced 13.2%
6,656 $494,000
Q3 2019

Oct 15, 2019

SELL
$54.09 - $64.3 $29,208 - $34,722
-540 Reduced 6.58%
7,668 $484,000
Q2 2019

Jul 10, 2019

SELL
$52.13 - $57.33 $31,330 - $34,455
-601 Reduced 6.82%
8,208 $447,000
Q1 2019

Apr 09, 2019

BUY
$52.36 - $69.88 $214,728 - $286,577
4,101 Added 87.11%
8,809 $475,000
Q4 2018

Feb 20, 2019

BUY
$62.92 - $80.8 $296,227 - $380,406
4,708 New
4,708 $308,000

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 $57.8B
  • 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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