Bleakley Financial Group’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
2025
Q1
$3.38M Buy
2024
Q4
$895K Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.5M Sell
2024
Q1
$2.52M Sell
2023
Q4
$2.56M Buy
2023
Q3
$2.07M Sell
2023
Q2
$2.23M Buy
2023
Q1
$2.18M Sell
2022
Q4
$5.22M Buy