Sanibel Captiva Trust Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
11,431
+530
| +5% | +$64.1K | 0.04% | 199 |
|
|
2025
Q1 | $1.22M | Sell |
10,901
-939
| -8% | -$105K | 0.04% | 209 |
|
|
2024
Q4 | $1.15M | Sell |
11,840
-405
| -3% | -$39.4K | 0.04% | 212 |
|
|
2024
Q3 | $1.41M | Hold |
12,245
| – | – | 0.05% | 195 |
|
|
2024
Q2 | $1.3M | Hold |
12,245
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $1.18M | Sell |
12,245
-3,053
| -20% | -$295K | 0.04% | 191 |
|
|
2023
Q4 | $1.54M | Buy |
+15,298
| New | +$1.54M | 0.06% | 163 |
|