Cassady Schiller Wealth 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
Q4 | $43.2K | Hold |
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|
2024
Q3 | $51.1K | Hold |
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|
2024
Q2 | $47.3K | Sell |
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|
2024
Q1 | $64.6K | Sell |
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|
2023
Q4 | $88.5K | Hold |
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|
2023
Q3 | $89.2K | Hold |
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|
2023
Q2 | $88.4K | Hold |
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|
2023
Q1 | $80.6K | Hold |
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|
2022
Q4 | $79.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $77K | Buy |
|