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Agate Pass Investment Management’s Novartis NVS Stock Holding History

Agate Pass Investment Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Hold
11,050
– – 0.55% 54
2025
Q1 		$1.23M Buy
11,050
+3,835
+53% +$428K 0.53% 58
2024
Q4 		$702K Buy
+7,215
New +$702K 0.32% 76