A detailed history of Whipplewood Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 400 shares of CVS stock, worth $31,364. This represents 0.02% of its overall portfolio holdings.

Number of Shares
400
Previous 609 34.32%
Holding current value
$31,364
Previous $42 Million 28.22%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$58.75 - $76.5 $12,278 - $15,988
-209 Reduced 34.32%
400 $30.2 Million
Q2 2025

Jul 31, 2025

SELL
$60.04 - $70.18 $3,542 - $4,140
-59 Reduced 8.83%
609 $42 Million
Q1 2025

Apr 09, 2025

BUY
$44.22 - $68.64 $6,146 - $9,540
139 Added 26.28%
668 $38.1 Million
Q4 2024

Feb 04, 2025

BUY
$43.78 - $67.46 $23,159 - $35,686
529 New
529 $23.7 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 $103B
  • 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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