A detailed history of Westside Investment Management, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Westside Investment Management, Inc. holds 64,517 shares of CVS stock, worth $2.86 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
64,517
Previous 61,661 4.63%
Holding current value
$2.86 Million
Previous $3.66 Billion 10.4%
% of portfolio
0.86%
Previous 0.84%

Shares

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

Nov 20, 2024

BUY
$55.81 - $63.18 $159,393 - $180,442
2,856 Added 4.63%
64,517 $4.04 Billion
Q2 2024

Jul 17, 2024

BUY
$53.63 - $79.56 $62,371 - $92,528
1,163 Added 1.92%
61,661 $3.66 Billion
Q1 2024

Apr 19, 2024

SELL
$71.99 - $81.42 $141,748 - $160,315
-1,969 Reduced 3.15%
60,498 $4.82 Billion
Q4 2023

Jan 12, 2024

SELL
$66.29 - $79.0 $111,168 - $132,483
-1,677 Reduced 2.61%
62,467 $4.93 Billion
Q3 2023

Nov 15, 2023

BUY
$65.17 - $76.41 $70,579 - $82,752
1,083 Added 1.72%
64,144 $4.48 Billion
Q2 2023

Jul 14, 2023

BUY
$66.65 - $77.75 $348,646 - $406,710
5,231 Added 9.05%
63,061 $4.36 Billion
Q1 2023

May 17, 2023

BUY
$72.37 - $92.89 $210,596 - $270,309
2,910 Added 5.3%
57,830 $4.31 Billion
Q4 2022

Jan 31, 2023

SELL
$88.25 - $103.78 $25,504 - $29,992
-289 Reduced 0.52%
54,920 $553 Million
Q3 2022

Nov 09, 2022

SELL
$92.53 - $106.43 $53,574 - $61,622
-579 Reduced 1.04%
55,209 $567 Million
Q2 2022

Jul 15, 2022

SELL
$88.66 - $106.64 $77,577 - $93,310
-875 Reduced 1.54%
55,788 $5.17 Million
Q1 2022

Apr 25, 2022

SELL
$100.77 - $110.83 $409,630 - $450,523
-4,065 Reduced 6.69%
56,663 $5.73 Million
Q4 2021

Feb 15, 2022

SELL
$83.15 - $103.7 $96,869 - $120,810
-1,165 Reduced 1.88%
60,728 $6.26 Million
Q3 2021

Oct 27, 2021

SELL
$80.05 - $87.47 $296,905 - $324,426
-3,709 Reduced 5.65%
61,893 $5.25 Million
Q2 2021

Jul 28, 2021

SELL
$73.79 - $89.81 $123,893 - $150,790
-1,679 Reduced 2.5%
65,602 $5.47 Million
Q1 2021

Apr 14, 2021

BUY
$68.13 - $76.3 $260,597 - $291,847
3,825 Added 6.03%
67,281 $5.06 Million
Q4 2020

Jan 15, 2021

BUY
$55.93 - $74.5 $229,368 - $305,524
4,101 Added 6.91%
63,456 $4.33 Million
Q3 2020

Oct 14, 2020

BUY
$56.71 - $65.71 $891,821 - $1.03 Million
15,726 Added 36.04%
59,355 $3.47 Million
Q2 2020

Jul 21, 2020

SELL
$55.41 - $70.62 $153,153 - $195,193
-2,764 Reduced 5.96%
43,629 $2.83 Million
Q1 2020

Apr 16, 2020

BUY
$52.3 - $76.05 $834,708 - $1.21 Million
15,960 Added 52.44%
46,393 $2.75 Million
Q2 2019

Jul 24, 2019

BUY
$52.13 - $57.33 $1.19 Million - $1.31 Million
22,922 Added 305.18%
30,433 $28.7 Million
Q4 2018

Feb 05, 2019

BUY
$62.92 - $80.8 $23,469 - $30,138
373 Added 5.23%
7,511 $492,000
Q3 2018

Nov 08, 2018

BUY
$63.78 - $79.59 $70,158 - $87,549
1,100 Added 18.22%
7,138 $564 Million
Q2 2018

Aug 13, 2018

BUY
$60.71 - $72.18 $42,497 - $50,526
700 Added 13.11%
6,038 $0
Q1 2018

Apr 16, 2018

BUY
$60.6 - $83.63 $46,056 - $63,558
760 Added 16.6%
5,338 $0
Q4 2017

Feb 15, 2018

SELL
$66.8 - $80.91 $24,983 - $30,260
-374 Reduced 7.55%
4,578 $0
Q3 2017

Nov 13, 2017

BUY
$75.35 - $83.31 $189,957 - $210,024
2,521 Added 103.7%
4,952 $0
Q2 2017

Aug 15, 2017

BUY
N/A
2,431
2,431 $0

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 $58.2B
  • 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
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.