Colonial Trust 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
$240K Buy
2025
Q2
$121K Sell
2025
Q1
$254K Buy
2024
Q4
$48.7K Hold
2024
Q3
$57.5K Hold
2024
Q2
$53.2K Sell
2024
Q1
$48.6K Buy
2023
Q4
$50.5K Sell
2023
Q3
$81.5K Hold
2023
Q2
$80.7K Hold
2023
Q1
$73.6K Hold
2022
Q4
$72.6K Hold
2022
Q3
$61K Buy