A detailed history of Root Financial Partners, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,450 shares of CVS stock, worth $427,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,450
Previous 5,419 0.57%
Holding current value
$427,334
Previous $374 Million 9.91%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$58.75 - $76.5 $1,821 - $2,371
31 Added 0.57%
5,450 $411 Million
Q2 2025

Aug 11, 2025

BUY
$60.04 - $70.18 $21,734 - $25,405
362 Added 7.16%
5,419 $374 Million
Q1 2025

Apr 24, 2025

SELL
$44.22 - $68.64 $21,092 - $32,741
-477 Reduced 8.62%
5,057 $343 Million
Q4 2024

Jan 29, 2025

BUY
$43.78 - $67.46 $242,278 - $373,323
5,534 New
5,534 $248 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 $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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