AGH Wealth Advisors, LLC CVS Holdings History
Number of Shares
3,400.00
Current Holdings Value*
$230,350.00
% of Portfolio
0.22%
Total Estimate Gain
$6,834.00
% of Total Estimate Gain
3.36%
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 $61.85, AGH Wealth Advisors, LLC's estimated gain on his CVS holdings is $6,834.00, reflecting a 3.36% gain to date.
AGH Wealth Advisors, LLC CVS ($61.85) Holding Chart
AGH Wealth Advisors, LLC CVS ($61.85) 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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