Cohen Investment 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
$476K Buy
2025
Q2
$436K Sell
2025
Q1
$430K Buy
2024
Q4
$371K Buy
2024
Q3
$425K Sell
2024
Q2
$509K Buy
2024
Q1
$374K Sell
2023
Q4
$460K Sell
2023
Q3
$509K Sell
2023
Q2
$546K Buy
2023
Q1
$496K Buy
2022
Q4
$470K Buy
2022
Q3
$375K Buy
2022
Q2
$410K Sell
2022
Q1
$429K Buy
2021
Q4
$422K Buy
2021
Q3
$390K Buy
2021
Q2
$432K Buy
2021
Q1
$400K Sell
2020
Q4
$445K Buy