Old North State Wealth Management, LLC CVS Holdings History
Old North State Wealth Management, LLC's CVS Health Corp Holding Summary
As of 2025-03-31, Old North State Wealth Management, LLC held 94,657.00 shares of CVS Health Corp(CVS), totaling $6.42 Mil. This investment constitutes 3.57% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0.01% of the outstanding CVS Health Corp(CVS) stock.
The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 11 purchases of CVS, at an average price of $77.39, for a total of 131,550.00 shares. In addition, there have been 2 sales at an average price of $73.07 for 36,893.00 shares. Based on historical transaction data and CVS's current price of $63.94, Old North State Wealth Management, LLC's estimated gain on his CVS holdings is $-1.43 Mil, reflecting a -14.08% gain to date.
Old North State Wealth Management, LLC CVS ($63.94) Holding Chart
Old North State Wealth Management, LLC CVS ($63.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
