A detailed history of Tria Gen Wealth Management LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 11,682 shares of CVS stock, worth $950,564. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,682
Previous 11,626 0.48%
Holding current value
$950,564
Previous $787,000 2.29%
% of portfolio
0.26%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$60.04 - $70.18 $3,362 - $3,930
56 Added 0.48%
11,682 $805,000
Q1 2025

May 13, 2025

BUY
$44.22 - $68.64 $514,101 - $798,008
11,626 New
11,626 $787,000
Q2 2022

Jul 29, 2022

SELL
$88.66 - $106.64 $731,179 - $879,460
-8,247 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$100.77 - $110.83 $553,932 - $609,232
5,497 Added 199.89%
8,247 $835,000
Q4 2021

Feb 09, 2022

SELL
$83.15 - $103.7 $80,655 - $100,589
-970 Reduced 26.08%
2,750 $284,000
Q3 2021

Nov 10, 2021

BUY
$80.05 - $87.47 $297,786 - $325,388
3,720 New
3,720 $316,000

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 $107B
  • 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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