A detailed history of Ledge Wealth Management, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 17,929 shares of CVS stock, worth $1.01 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
17,929
Previous 19,835 9.61%
Holding current value
$1.01 Million
Previous $1.38 Million 2.24%
% of portfolio
0.55%
Previous 0.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$66.29 - $79.0 $126,348 - $150,574
-1,906 Reduced 9.61%
17,929 $1.42 Million
Q3 2023

Oct 23, 2023

SELL
$65.17 - $76.41 $421,910 - $494,678
-6,474 Reduced 24.61%
19,835 $1.38 Million
Q2 2023

Jul 11, 2023

BUY
$66.65 - $77.75 $74,314 - $86,691
1,115 Added 4.43%
26,309 $1.82 Million
Q1 2023

Apr 14, 2023

BUY
$72.37 - $92.89 $156,319 - $200,642
2,160 Added 9.38%
25,194 $1.87 Million
Q4 2022

Feb 02, 2023

BUY
$88.25 - $103.78 $352,382 - $414,393
3,993 Added 20.97%
23,034 $2.15 Million
Q3 2022

Oct 18, 2022

SELL
$92.53 - $106.43 $256,863 - $295,449
-2,776 Reduced 12.72%
19,041 $1.82 Million
Q2 2022

Jul 20, 2022

BUY
$88.66 - $106.64 $328,751 - $395,421
3,708 Added 20.48%
21,817 $2.02 Million
Q1 2022

May 10, 2022

BUY
$100.77 - $110.83 $1.82 Million - $2.01 Million
18,109 New
18,109 $1.83 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 $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
Track This Portfolio

Track Ledge Wealth Management, Inc. Portfolio

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

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.