Key Client Fiduciary 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 | $299K | Hold |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $227K | Hold |
|
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $251K | Buy |
|
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $214K | Buy |
|