Cassady Schiller Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43.2K | Hold |
444
| – | – | 0.02% | 215 |
|
|
2024
Q3 | $51.1K | Hold |
444
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $47.3K | Sell |
444
-224
| -34% | -$23.8K | 0.02% | 203 |
|
|
2024
Q1 | $64.6K | Sell |
668
-208
| -24% | -$20.1K | 0.03% | 190 |
|
|
2023
Q4 | $88.5K | Hold |
876
| – | – | 0.04% | 158 |
|
|
2023
Q3 | $89.2K | Hold |
876
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $88.4K | Hold |
876
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $80.6K | Hold |
876
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $79.5K | Buy |
+876
| New | +$79.5K | 0.05% | 153 |
|
|
2022
Q1 | – | Sell |
-876
| Closed | -$77K | – | 435 |
|
|
2021
Q4 | $77K | Buy |
+876
| New | +$77K | 0.05% | 160 |
|