First Citizens Bank & 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 | $385K | Buy |
3,180
+151
| +5% | +$18.3K | 0.01% | 491 |
|
|
2025
Q1 | $338K | Buy |
3,029
+345
| +13% | +$38.5K | 0.01% | 364 |
|
|
2024
Q4 | $261K | Buy |
2,684
+706
| +36% | +$68.7K | ﹤0.01% | 409 |
|
|
2024
Q3 | $228K | Sell |
1,978
-200
| -9% | -$23K | 0.01% | 427 |
|
|
2024
Q2 | $232K | Sell |
2,178
-65
| -3% | -$6.92K | ﹤0.01% | 406 |
|
|
2024
Q1 | $217K | Buy |
+2,243
| New | +$217K | ﹤0.01% | 413 |
|
|
2023
Q2 | – | Sell |
-2,862
| Closed | -$263K | – | 360 |
|
|
2023
Q1 | $263K | Sell |
2,862
-255
| -8% | -$23.5K | 0.01% | 288 |
|
|
2022
Q4 | $283K | Buy |
3,117
+23
| +0.7% | +$2.09K | 0.01% | 277 |
|
|
2022
Q3 | $235K | Buy |
3,094
+386
| +14% | +$29.3K | 0.01% | 282 |
|
|
2022
Q2 | $229K | Buy |
+2,708
| New | +$229K | 0.01% | 349 |
|