Number of Shares
3,400.00
Current Holdings Value*
$230,350.00
% of Portfolio
0.22%
Total Estimate Gain
$4,216.00
% of Total Estimate Gain
2.07%

AGH Wealth Advisors, LLC's CVS Health Corp Holding Summary

As of 2025-03-31, AGH Wealth Advisors, LLC held 3,400.00 shares of CVS Health Corp(CVS), totaling $230,350.00. This investment constitutes 0.22% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0% of the outstanding CVS Health Corp(CVS) stock.

The initial trade took place in 2025Q1. And since then AGH Wealth Advisors, LLC has made 1 purchases of CVS, at an average price of $59.84, for a total of 3,400.00 shares. Based on historical transaction data and CVS's current price of $61.08, AGH Wealth Advisors, LLC's estimated gain on his CVS holdings is $4,216.00, reflecting a 2.07% gain to date.

AGH Wealth Advisors, LLC CVS ($61.08) Holding Chart

AGH Wealth Advisors, LLC CVS ($61.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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