A detailed history of Ball & CO Wealth Management Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 990 shares of CVS stock, worth $77,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares
990
Previous 1,137 12.93%
Holding current value
$77,625
Previous $85,000 8.24%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
$76.69 - $83.04 $11,273 - $12,206
-147 Reduced 12.93%
990 $78,000
Q3 2025

Oct 24, 2025

BUY
$58.75 - $76.5 $705 - $918
12 Added 1.07%
1,137 $85,000
Q2 2025

Jul 24, 2025

BUY
$60.04 - $70.18 $660 - $771
11 Added 0.99%
1,125 $77,000
Q1 2025

May 09, 2025

BUY
$44.22 - $68.64 $574 - $892
13 Added 1.18%
1,114 $75,000
Q4 2024

Feb 20, 2025

BUY
$43.78 - $67.46 $48,201 - $74,273
1,101 New
1,101 $49,000

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 $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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