A detailed history of Abound Wealth Management transactions in Cvs Health Corp stock. As of the latest transaction made, Abound Wealth Management holds 484 shares of CVS stock, worth $21,741. This represents 0.01% of its overall portfolio holdings.

Number of Shares
484
Previous 262 84.73%
Holding current value
$21,741
Previous $15.5 Million 96.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$55.81 - $63.18 $12,389 - $14,025
222 Added 84.73%
484 $30.5 Million
Q2 2024

Aug 09, 2024

SELL
$53.63 - $79.56 $160 - $238
-3 Reduced 1.13%
262 $15.5 Million
Q1 2024

Aug 08, 2024

SELL
$71.99 - $81.42 $1,367 - $1,546
-19 Reduced 6.69%
265 $21.2 Million
Q4 2023

Aug 08, 2024

BUY
$66.29 - $79.0 $3,844 - $4,582
58 Added 25.66%
284 $22.4 Million
Q3 2023

Aug 08, 2024

BUY
$65.17 - $76.41 $1,498 - $1,757
23 Added 11.33%
226 $15.8 Million
Q2 2023

Aug 08, 2024

BUY
$66.65 - $77.75 $1,799 - $2,099
27 Added 15.34%
203 $14.1 Million
Q1 2023

Aug 07, 2024

BUY
$72.37 - $92.89 $12,737 - $16,348
176 New
176 $13.1 Million
Q4 2022

Aug 07, 2024

SELL
$88.25 - $103.78 $7,148 - $8,406
-81 Reduced 37.16%
137 $12.8 Million
Q3 2022

Aug 07, 2024

BUY
$92.53 - $106.43 $3,886 - $4,470
42 Added 23.86%
218 $20.8 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 $59B
  • 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 Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.