Union Savings Bank’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
1,906
| – | – | 0.1% | 122 |
|
|
2025
Q1 | $212K | Hold |
1,906
| – | – | 0.1% | 123 |
|
|
2024
Q4 | $185K | Hold |
1,906
| – | – | 0.09% | 131 |
|
|
2024
Q3 | $219K | Hold |
1,906
| – | – | 0.11% | 122 |
|
|
2024
Q2 | $203K | Sell |
1,906
-87
| -4% | -$9.26K | 0.11% | 122 |
|
|
2024
Q1 | $193K | Hold |
1,993
| – | – | 0.1% | 124 |
|
|
2023
Q4 | $201K | Hold |
1,993
| – | – | 0.11% | 125 |
|
|
2023
Q3 | $203K | Hold |
1,993
| – | – | 0.13% | 121 |
|
|
2023
Q2 | $209K | Buy |
+1,993
| New | +$209K | 0.12% | 122 |
|