Cascade Financial Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
5,205
+125
| +2% | +$15.1K | 0.08% | 147 |
|
|
2025
Q1 | $566K | Sell |
5,080
-800
| -14% | -$89.2K | 0.07% | 147 |
|
|
2024
Q4 | $572K | Sell |
5,880
-50
| -0.8% | -$4.87K | 0.07% | 131 |
|
|
2024
Q3 | $678K | Buy |
5,930
+292
| +5% | +$33.4K | 0.09% | 125 |
|
|
2024
Q2 | $600K | Hold |
5,638
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $527K | Buy |
+5,638
| New | +$527K | 0.08% | 129 |
|