A detailed history of Institute For Wealth Management, Llc. transactions in Cvs Health Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,458 shares of CVS stock, worth $358,058. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,458
Previous 7,824 4.68%
Holding current value
$358,058
Previous $462,000 1.3%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$55.81 - $63.18 $20,426 - $23,123
-366 Reduced 4.68%
7,458 $468,000
Q2 2024

Jul 25, 2024

BUY
$53.63 - $79.56 $100,448 - $149,015
1,873 Added 31.47%
7,824 $462,000
Q1 2024

Apr 30, 2024

SELL
$71.99 - $81.42 $8,782 - $9,933
-122 Reduced 2.01%
5,951 $474,000
Q4 2023

Jan 31, 2024

SELL
$66.29 - $79.0 $25,190 - $30,020
-380 Reduced 5.89%
6,073 $479,000
Q3 2023

Oct 13, 2023

SELL
$65.17 - $76.41 $40,796 - $47,832
-626 Reduced 8.84%
6,453 $450,000
Q2 2023

Jul 25, 2023

SELL
$66.65 - $77.75 $3,532 - $4,120
-53 Reduced 0.74%
7,079 $489,000
Q1 2023

Apr 20, 2023

SELL
$72.37 - $92.89 $34,158 - $43,844
-472 Reduced 6.21%
7,132 $529,000
Q4 2022

Feb 02, 2023

SELL
$88.25 - $103.78 $6,795 - $7,991
-77 Reduced 1.0%
7,604 $708,000
Q3 2022

Oct 18, 2022

BUY
$92.53 - $106.43 $45,894 - $52,789
496 Added 6.9%
7,681 $733,000
Q2 2022

Jul 25, 2022

SELL
$88.66 - $106.64 $10,107 - $12,156
-114 Reduced 1.56%
7,185 $666,000
Q1 2022

Apr 29, 2022

SELL
$100.77 - $110.83 $10,883 - $11,969
-108 Reduced 1.46%
7,299 $739,000
Q4 2021

Jan 21, 2022

BUY
$83.15 - $103.7 $27,106 - $33,806
326 Added 4.6%
7,407 $764,000
Q3 2021

Nov 15, 2021

SELL
$80.05 - $87.47 $7,844 - $8,572
-98 Reduced 1.37%
7,081 $601,000
Q2 2021

Jul 21, 2021

SELL
$73.79 - $89.81 $34,681 - $42,210
-470 Reduced 6.14%
7,179 $599,000
Q1 2021

May 04, 2021

SELL
$68.13 - $76.3 $54,980 - $61,574
-807 Reduced 9.54%
7,649 $575,000
Q4 2020

Feb 01, 2021

BUY
$55.93 - $74.5 $61,019 - $81,279
1,091 Added 14.81%
8,456 $578,000
Q3 2020

Nov 03, 2020

SELL
$56.71 - $65.71 $270,790 - $313,765
-4,775 Reduced 39.33%
7,365 $430,000
Q2 2020

Jul 30, 2020

BUY
$55.41 - $70.62 $14,074 - $17,937
254 Added 2.14%
12,140 $789,000
Q1 2020

Apr 29, 2020

BUY
$52.3 - $76.05 $45,134 - $65,631
863 Added 7.83%
11,886 $705,000
Q4 2019

Feb 27, 2020

BUY
$60.38 - $76.58 $616,117 - $781,422
10,204 Added 1245.91%
11,023 $819,000
Q4 2019

Jan 27, 2020

SELL
$60.38 - $76.58 $643,409 - $816,036
-10,656 Reduced 92.86%
819 $819,000
Q3 2019

Oct 28, 2019

BUY
$54.09 - $64.3 $127,219 - $151,233
2,352 Added 25.78%
11,475 $724,000
Q2 2019

Aug 02, 2019

BUY
$52.13 - $57.33 $51,712 - $56,871
992 Added 12.2%
9,123 $497,000
Q1 2019

May 15, 2019

BUY
$52.36 - $69.88 $425,739 - $568,194
8,131 New
8,131 $439,000
Q1 2018

May 15, 2018

SELL
$60.6 - $83.63 $259,125 - $357,601
-4,276 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$66.8 - $80.91 $285,636 - $345,971
4,276 New
4,276 $313,000
Q3 2017

Nov 14, 2017

SELL
$75.35 - $83.31 $508,989 - $562,759
-6,755 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
6,755
6,755 $544,000

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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