KCFA
Key Client Fiduciary Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
2,329
| – | – | 0.11% | 159 |
|
|
2025
Q1 | $260K | Hold |
2,329
| – | – | 0.12% | 157 |
|
|
2024
Q4 | $227K | Hold |
2,329
| – | – | 0.1% | 172 |
|
|
2024
Q3 | $268K | Sell |
2,329
-25
| -1% | -$2.88K | 0.12% | 157 |
|
|
2024
Q2 | $251K | Buy |
2,354
+25
| +1% | +$2.66K | 0.12% | 153 |
|
|
2024
Q1 | $225K | Hold |
2,329
| – | – | 0.12% | 159 |
|
|
2023
Q4 | $235K | Hold |
2,329
| – | – | 0.14% | 150 |
|
|
2023
Q3 | $237K | Hold |
2,329
| – | – | 0.15% | 146 |
|
|
2023
Q2 | $235K | Hold |
2,329
| – | – | 0.14% | 149 |
|
|
2023
Q1 | $214K | Buy |
+2,329
| New | +$214K | 0.13% | 154 |
|