BAKER TILLY WEALTH MANAGEMENT, LLC CVS Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's CVS Health Corp Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 13,568.00 shares of CVS Health Corp(CVS), totaling $935,940.00. This investment constitutes 0.33% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding CVS Health Corp(CVS) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 9 purchases of CVS, at an average price of $68.82, for a total of 36,170.00 shares. In addition, there have been 8 sales at an average price of $63.99 for 22,602.00 shares. Based on historical transaction data and CVS's current price of $61.64, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his CVS holdings is $-206,730.83, reflecting a -8.30% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC CVS ($61.64) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC CVS ($61.64) 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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