A detailed history of Wescott Financial Advisory Group, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,009 shares of CVS stock, worth $406,592. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,009
Previous 5,974 17.33%
Holding current value
$406,592
Previous $352,000 25.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$55.81 - $63.18 $57,763 - $65,391
1,035 Added 17.33%
7,009 $440,000
Q2 2024

Aug 14, 2024

BUY
$53.63 - $79.56 $3,325 - $4,932
62 Added 1.05%
5,974 $352,000
Q1 2024

May 13, 2024

BUY
$71.99 - $81.42 $8,062 - $9,119
112 Added 1.93%
5,912 $471,000
Q3 2023

Nov 09, 2023

SELL
$65.17 - $76.41 $11,730 - $13,753
-180 Reduced 3.01%
5,800 $404,000
Q2 2023

Aug 11, 2023

BUY
$66.65 - $77.75 $6,998 - $8,163
105 Added 1.79%
5,980 $413,000
Q1 2023

May 10, 2023

SELL
$72.37 - $92.89 $13,171 - $16,905
-182 Reduced 3.0%
5,875 $436,000
Q4 2022

Feb 06, 2023

BUY
$88.25 - $103.78 $241,628 - $284,149
2,738 Added 82.49%
6,057 $564,000
Q3 2022

Nov 14, 2022

BUY
$92.53 - $106.43 $20,449 - $23,521
221 Added 7.13%
3,319 $317,000
Q2 2022

Jul 28, 2022

BUY
$88.66 - $106.64 $274,668 - $330,370
3,098 New
3,098 $287,000

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 $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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