A detailed history of Sweet Financial Partners, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 21,209 shares of CVS stock, worth $1.23 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
21,209
Previous 26,405 19.68%
Holding current value
$1.23 Million
Previous $1.56 Million 14.56%
% of portfolio
0.3%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$55.81 - $63.18 $289,988 - $328,283
-5,196 Reduced 19.68%
21,209 $1.33 Million
Q2 2024

Jul 18, 2024

BUY
$53.63 - $79.56 $214,680 - $318,478
4,003 Added 17.87%
26,405 $1.56 Million
Q1 2024

Apr 23, 2024

BUY
$71.99 - $81.42 $102,801 - $116,267
1,428 Added 6.81%
22,402 $1.79 Million
Q4 2023

Jan 12, 2024

BUY
$66.29 - $79.0 $198 - $237
3 Added 0.01%
20,974 $1.66 Million
Q3 2023

Oct 23, 2023

BUY
$65.17 - $76.41 $513,344 - $601,881
7,877 Added 60.16%
20,971 $1.46 Million
Q2 2023

Jul 24, 2023

BUY
$66.65 - $77.75 $33,524 - $39,108
503 Added 3.99%
13,094 $905,000
Q1 2023

Apr 14, 2023

BUY
$72.37 - $92.89 $180,997 - $232,317
2,501 Added 24.79%
12,591 $935,000
Q3 2022

Nov 10, 2022

BUY
$92.53 - $106.43 $92 - $106
1 Added 0.01%
10,090 $962,000
Q2 2022

Aug 03, 2022

BUY
$88.66 - $106.64 $8,511 - $10,237
96 Added 0.96%
10,089 $935,000
Q1 2022

Apr 22, 2022

BUY
$100.77 - $110.83 $21,967 - $24,160
218 Added 2.23%
9,993 $1.01 Million
Q4 2021

Feb 07, 2022

BUY
$83.15 - $103.7 $812,791 - $1.01 Million
9,775 New
9,775 $1.01 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 $76.2B
  • 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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