Number of Shares
108,233.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
2.99%
Total Estimate Gain
$506,587.19
% of Total Estimate Gain
7.20%

Lehman & Derafelo Financial Resources LLC's CVS Health Corp Holding Summary

As of 2022-12-31, Lehman & Derafelo Financial Resources LLC held 108,233.00 shares of CVS Health Corp(CVS), totaling $10.09 Mil. This investment constitutes 2.99% of their stock portfolio, and Lehman & Derafelo Financial Resources LLC now holds 0.01% of the outstanding CVS Health Corp(CVS) stock.

The initial trade took place in 2019Q3. And since then Lehman & Derafelo Financial Resources LLC has made 7 purchases of CVS, at an average price of $59.59, for a total of 118,127.00 shares. In addition, there have been 7 sales at an average price of $84.89 for 9,894.00 shares. Based on historical transaction data and CVS's current price of $61.96, Lehman & Derafelo Financial Resources LLC's estimated gain on his CVS holdings is $506,587.19, reflecting a 7.20% gain to date.

Lehman & Derafelo Financial Resources LLC CVS ($61.96) Holding Chart

Lehman & Derafelo Financial Resources LLC CVS ($61.96) 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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