A detailed history of Appleton Group, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Appleton Group, LLC holds 3,875 shares of CVS stock, worth $218,860. This represents 0.94% of its overall portfolio holdings.

Number of Shares
3,875
Previous 3,618 7.1%
Holding current value
$218,860
Previous $250,000 8.0%
% of portfolio
0.94%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$65.17 - $76.41 $16,748 - $19,637
257 Added 7.1%
3,875 $270,000
Q2 2023

Aug 03, 2023

BUY
$66.65 - $77.75 $241,139 - $281,299
3,618 New
3,618 $250,000
Q4 2022

Feb 02, 2023

SELL
$88.25 - $103.78 $16,414 - $19,303
-186 Reduced 5.98%
2,925 $272,000
Q3 2022

Nov 08, 2022

BUY
$92.53 - $106.43 $287,860 - $331,103
3,111 New
3,111 $297,000
Q2 2022

Jul 27, 2022

SELL
$88.66 - $106.64 $396,221 - $476,574
-4,469 Closed
0 $0
Q1 2022

May 03, 2022

SELL
$100.77 - $110.83 $3,627 - $3,989
-36 Reduced 0.8%
4,469 $452,000
Q4 2021

Feb 09, 2022

SELL
$83.15 - $103.7 $1,330 - $1,659
-16 Reduced 0.35%
4,505 $465,000
Q3 2021

Nov 15, 2021

SELL
$80.05 - $87.47 $10,566 - $11,546
-132 Reduced 2.84%
4,521 $384,000
Q2 2021

Aug 05, 2021

BUY
$73.79 - $89.81 $811 - $987
11 Added 0.24%
4,653 $388,000
Q1 2021

May 07, 2021

BUY
$68.13 - $76.3 $316,259 - $354,184
4,642 New
4,642 $349,000

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 $74.1B
  • 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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