Cobblestone Capital Advisors’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 | $216K | Hold |
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $468K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $311K | Sell |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $350K | Buy |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $355K | Sell |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $580K | Sell |
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|
2015
Q3 | $681K | Sell |
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|
2015
Q2 | $823K | Sell |
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|
2015
Q1 | $842K | Sell |
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|
2014
Q4 | $805K | Sell |
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|
2014
Q3 | $854K | Sell |
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|
2014
Q2 | $883K | Sell |
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|
2014
Q1 | $865K | Sell |
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|
2013
Q4 | $5.06M | Sell |
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|
2013
Q3 | $7.59M | Buy |
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|
2013
Q2 | $6.73M | Buy |
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