Coldstream Capital Management’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 | $2.27M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $756K | Sell |
|
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|
2024
Q3 | $914K | Buy |
|
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $648K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $366K | Buy |
|