Cetera Trust Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
3,727
+100
| +3% | +$12.1K | 0.27% | 71 |
|
|
2025
Q1 | $404K | Hold |
3,627
| – | – | 0.26% | 65 |
|
|
2024
Q4 | $353K | Sell |
3,627
-60
| -2% | -$5.84K | 0.23% | 80 |
|
|
2024
Q3 | $424K | Hold |
3,687
| – | – | 0.26% | 70 |
|
|
2024
Q2 | $393K | Hold |
3,687
| – | – | 0.25% | 65 |
|
|
2024
Q1 | $357K | Sell |
3,687
-200
| -5% | -$19.3K | 0.21% | 76 |
|
|
2023
Q4 | $392K | Buy |
+3,887
| New | +$392K | 0.24% | 68 |
|