Cary Street Partners Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$551K Sell
2024
Q2
$571K Sell
2024
Q1
$533K Hold
2023
Q4
$556K Sell
2023
Q3
$570K Sell
2023
Q2
$578K Sell
2023
Q1
$594K Sell
2022
Q4
$658K Sell
2022
Q3
$559K Buy
2022
Q2
$622K Sell
2022
Q1
$1.19M Buy
2021
Q4
$1.18M Sell
2021
Q3
$1.31M Sell
2021
Q2
$1.57M Sell
2021
Q1
$1.68M Sell
2020
Q4
$4.96M Buy