Ascent Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.68M Sell
2025
Q2
$1.71M Buy
2025
Q1
$1.56M Buy
2024
Q4
$666K Buy
2024
Q3
$770K Buy
2024
Q2
$683K Buy
2024
Q1
$587K Sell
2023
Q4
$629K Sell
2023
Q3
$611K Sell
2023
Q2
$735K Sell
2023
Q1
$665K Sell
2022
Q4
$658K Buy
2022
Q3
$585K Buy
2022
Q2
$568K Buy
2022
Q1
$545K Buy
2021
Q4
$279K Buy