A detailed history of Axxcess Wealth Management, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 9,662 shares of CVS stock, worth $463,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,662
Previous 14,173 31.83%
Holding current value
$463,872
Previous $837,000 27.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

SELL
$55.81 - $63.18 $251,758 - $285,004
-4,511 Reduced 31.83%
9,662 $607,000
Q2 2024

Aug 09, 2024

SELL
$53.63 - $79.56 $687,697 - $1.02 Million
-12,823 Reduced 47.5%
14,173 $837,000
Q1 2024

May 14, 2024

BUY
$71.99 - $81.42 $376,435 - $425,745
5,229 Added 24.02%
26,996 $2.15 Million
Q4 2023

Feb 06, 2024

BUY
$66.29 - $79.0 $80,542 - $95,985
1,215 Added 5.91%
21,767 $1.72 Million
Q3 2023

Nov 14, 2023

BUY
$65.17 - $76.41 $803,806 - $942,440
12,334 Added 150.09%
20,552 $1.43 Million
Q2 2023

Aug 08, 2023

SELL
$66.65 - $77.75 $486,944 - $568,041
-7,306 Reduced 47.06%
8,218 $568,000
Q1 2023

May 03, 2023

BUY
$72.37 - $92.89 $116,226 - $149,181
1,606 Added 11.54%
15,524 $1.15 Million
Q4 2022

Feb 14, 2023

BUY
$88.25 - $103.78 $340,733 - $400,694
3,861 Added 38.39%
13,918 $1.3 Million
Q3 2022

Nov 14, 2022

BUY
$92.53 - $106.43 $21,744 - $25,011
235 Added 2.39%
10,057 $959,000
Q2 2022

Aug 11, 2022

BUY
$88.66 - $106.64 $1,329 - $1,599
15 Added 0.15%
9,822 $910,000
Q1 2022

Aug 11, 2022

BUY
$100.77 - $110.83 $109,335 - $120,250
1,085 Added 12.44%
9,807 $993,000
Q4 2021

Aug 11, 2022

BUY
$83.15 - $103.7 $725,234 - $904,471
8,722 New
8,722 $900,000

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 $63B
  • 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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