TrinityPoint Wealth, LLC CVS Holdings History
TrinityPoint Wealth, LLC's CVS Health Corp Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 6,833.00 shares of CVS Health Corp(CVS), totaling $306,750.00. This investment constitutes 0.04% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding CVS Health Corp(CVS) stock.
The initial trade took place in 2019Q2. And since then TrinityPoint Wealth, LLC has made 13 purchases of CVS, at an average price of $63.53, for a total of 165,120.00 shares. In addition, there have been 10 sales at an average price of $74.54 for 158,287.00 shares. Based on historical transaction data and CVS's current price of $61.96, TrinityPoint Wealth, LLC's estimated gain on his CVS holdings is $1.73 Mil, reflecting a 16.53% gain to date.
TrinityPoint Wealth, LLC CVS ($61.96) Holding Chart
TrinityPoint Wealth, 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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