Stonegate Investment Group’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
$319K Hold
2025
Q2
$301K Hold
2025
Q1
$277K Buy
2023
Q3
Sell
2023
Q2
$246K Sell
2023
Q1
$227K Sell
2022
Q4
$245K Sell
2022
Q3
$237K Buy
2022
Q2
$251K Buy