A detailed history of West Financial Advisors, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, West Financial Advisors, LLC holds 203 shares of CVS stock, worth $8,982. This represents 0.0% of its overall portfolio holdings.

Number of Shares
203
Previous 203 -0.0%
Holding current value
$8,982
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 11, 2024

SELL
$66.29 - $79.0 $2,054 - $2,449
-31 Reduced 13.25%
203 $16,000
Q3 2023

Oct 10, 2023

BUY
$65.17 - $76.41 $2,020 - $2,368
31 Added 15.27%
234 $16,000
Q4 2022

Jan 10, 2023

SELL
$88.25 - $103.78 $48,537 - $57,079
-550 Reduced 73.04%
203 $0
Q3 2021

Oct 13, 2021

BUY
$80.05 - $87.47 $16,250 - $17,756
203 Added 36.91%
753 $64,000
Q4 2020

Feb 02, 2021

BUY
$55.93 - $74.5 $30,761 - $40,975
550 New
550 $36 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 $58.1B
  • 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
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