National Wealth Management Group, LLC CVS Holdings History
National Wealth Management Group, LLC's CVS Health Corp Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 13,153.00 shares of CVS Health Corp(CVS), totaling $891,120.00. This investment constitutes 0.59% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding CVS Health Corp(CVS) stock.
The initial trade took place in 2024Q2. And since then National Wealth Management Group, LLC has made 2 purchases of CVS, at an average price of $60.63, for a total of 18,531.00 shares. In addition, there have been 1 sales at an average price of $58.34 for 5,378.00 shares. Based on historical transaction data and CVS's current price of $61.64, National Wealth Management Group, LLC's estimated gain on his CVS holdings is $1,034.02, reflecting a 0.09% gain to date.
National Wealth Management Group, LLC CVS ($61.64) Holding Chart
National Wealth Management Group, 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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