Number of Shares
1,432.00
Current Holdings Value*
$100,000.00
% of Portfolio
0.03%
Total Estimate Gain
$-239,841.61
% of Total Estimate Gain
-2.38%

KB FINANCIAL PARTNERS, LLC's CVS Health Corp Holding Summary

As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 1,432.00 shares of CVS Health Corp(CVS), totaling $100,000.00. This investment constitutes 0.03% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0% of the outstanding CVS Health Corp(CVS) stock.

The initial trade took place in 2021Q1. And since then KB FINANCIAL PARTNERS, LLC has made 3 purchases of CVS, at an average price of $96.96, for a total of 103,978.00 shares. In addition, there have been 7 sales at an average price of $95.11 for 102,546.00 shares. Based on historical transaction data and CVS's current price of $61.82, KB FINANCIAL PARTNERS, LLC's estimated gain on his CVS holdings is $-239,841.61, reflecting a -2.38% gain to date.

KB FINANCIAL PARTNERS, LLC CVS ($61.82) Holding Chart

KB FINANCIAL PARTNERS, LLC CVS ($61.82) 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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