Colonial Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
3,613
+21
| +0.6% | +$2.54K | 0.06% | 194 |
|
|
2025
Q1 | $400K | Buy |
3,592
+3
| +0.1% | +$334 | 0.06% | 197 |
|
|
2024
Q4 | $349K | Buy |
3,589
+615
| +21% | +$59.8K | 0.05% | 216 |
|
|
2024
Q3 | $342K | Sell |
2,974
-89
| -3% | -$10.2K | 0.05% | 220 |
|
|
2024
Q2 | $326K | Sell |
3,063
-84
| -3% | -$8.94K | 0.06% | 201 |
|
|
2024
Q1 | $304K | Buy |
3,147
+20
| +0.6% | +$1.94K | 0.06% | 213 |
|
|
2023
Q4 | $316K | Hold |
3,127
| – | – | 0.07% | 198 |
|
|
2023
Q3 | $319K | Sell |
3,127
-60
| -2% | -$6.11K | 0.08% | 170 |
|
|
2023
Q2 | $322K | Sell |
3,187
-20
| -0.6% | -$2.02K | 0.08% | 171 |
|
|
2023
Q1 | $295K | Sell |
3,207
-256
| -7% | -$23.6K | 0.08% | 182 |
|
|
2022
Q4 | $314K | Hold |
3,463
| – | – | 0.09% | 163 |
|
|
2022
Q3 | $263K | Buy |
+3,463
| New | +$263K | 0.08% | 170 |
|