Chicago Partners Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $143K | Buy |
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|
2017
Q4 | $148K | Buy |
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|
2017
Q3 | $150K | Sell |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $83K | Sell |
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|
2016
Q4 | $146K | Hold |
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|
2016
Q3 | $158K | Buy |
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