Charter Oak Capital Management’s Novartis NVS Stock Holding History

Charter Oak Capital Management’s Portfolio NVS Stock Details NVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Buy
2022 Q3	–	Sell
2022 Q2	$88K	Hold
2022 Q1	$91K	Buy
2021 Q4	$91K	Sell
2021 Q3	$94K	Buy
2021 Q2	$103K	Sell
2021 Q1	$99K	Buy
2020 Q4	$108K	Buy