Cary Street Partners Investment Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $29.5K | Sell |
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $1.08M | Sell |
|
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|
2024
Q1 | $1.01M | Buy |
|
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|
2023
Q4 | $1.01M | Sell |
|
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|
2023
Q3 | $1.06M | Buy |
|
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $648K | Buy |
|
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $171K | Buy |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $5.34M | Buy |
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