Colonial Trust Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
1,001
-1,275
| -56% | -$154K | 0.01% | 244 |
|
|
2025
Q1 | $254K | Buy |
2,276
+1,776
| +355% | +$198K | 0.02% | 184 |
|
|
2024
Q4 | $48.7K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $57.5K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $53.2K | Sell |
500
-2
| -0.4% | -$213 | 0.01% | 316 |
|
|
2024
Q1 | $48.6K | Buy |
502
+2
| +0.4% | +$193 | ﹤0.01% | 331 |
|
|
2023
Q4 | $50.5K | Sell |
500
-300
| -38% | -$30.3K | 0.01% | 319 |
|
|
2023
Q3 | $81.5K | Hold |
800
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $80.7K | Hold |
800
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $73.6K | Hold |
800
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $72.6K | Hold |
800
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $61K | Buy |
+800
| New | +$61K | 0.01% | 227 |
|