Momentous Wealth Management, Inc. CVBF Holdings History
Number of Shares
117,495.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
1.54%
Total Estimate Gain
$117,495.00
% of Total Estimate Gain
5.02%
Momentous Wealth Management, Inc.'s CVB Financial Corp Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 117,495.00 shares of CVB Financial Corp(CVBF), totaling $2.17 Mil. This investment constitutes 1.54% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 0.09% of the outstanding CVB Financial Corp(CVBF) stock.
The initial trade took place in 2025Q1. And since then Momentous Wealth Management, Inc. has made 1 purchases of CVBF, at an average price of $19.93, for a total of 117,495.00 shares. Based on historical transaction data and CVBF's current price of $20.93, Momentous Wealth Management, Inc.'s estimated gain on his CVBF holdings is $117,495.00, reflecting a 5.02% gain to date.
Momentous Wealth Management, Inc. CVBF ($20.93) Holding Chart
Momentous Wealth Management, Inc. CVBF ($20.93) 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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