Coastal Bridge Advisors’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
8,585
+1,301
+18% +$89.8K 0.05% 269
2025
Q1
$494K Buy
+7,284
New +$494K 0.12% 159