Strategic Investment 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
$515K Sell
2025
Q2
$523K Sell
2025
Q1
$486K Sell
2024
Q4
$455K Buy
2024
Q3
$521K Sell
2024
Q2
$491K Buy
2024
Q1
$432K Buy
2023
Q4
$440K Buy
2023
Q3
$429K Buy
2023
Q2
$411K Buy
2023
Q1
$330K Buy
2022
Q4
$207K Buy