Chicago Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
7,871
+2,877
| +58% | +$348K | 0.13% | 143 |
|
|
2025
Q1 | $557K | Buy |
4,994
+707
| +16% | +$78.8K | 0.1% | 184 |
|
|
2024
Q4 | $417K | Sell |
4,287
-17
| -0.4% | -$1.65K | 0.07% | 224 |
|
|
2024
Q3 | $495K | Buy |
4,304
+361
| +9% | +$41.5K | 0.09% | 210 |
|
|
2024
Q2 | $420K | Buy |
+3,943
| New | +$420K | 0.09% | 197 |
|