Cadence Bank’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Sell
5,111
-80
-2% -$9.68K 0.04% 214
2025
Q1
$579K Sell
5,191
-22
-0.4% -$2.45K 0.04% 209
2024
Q4
$507K Sell
5,213
-321
-6% -$31.2K 0.03% 222
2024
Q3
$637K Sell
5,534
-20
-0.4% -$2.3K 0.04% 201
2024
Q2
$591K Sell
5,554
-132
-2% -$14.1K 0.04% 178
2024
Q1
$550K Sell
5,686
-310
-5% -$30K 0.04% 212
2023
Q4
$605K Sell
5,996
-106
-2% -$10.7K 0.05% 204
2023
Q3
$622K Sell
6,102
-97
-2% -$9.88K 0.05% 195
2023
Q2
$626K Sell
6,199
-80
-1% -$8.07K 0.05% 197
2023
Q1
$578K Buy
6,279
+772
+14% +$71K 0.05% 210
2022
Q4
$500K Sell
5,507
-61
-1% -$5.53K 0.05% 229
2022
Q3
$424K Buy
+5,568
New +$424K 0.04% 227