Cascade Investment Advisors, Inc. NVS Holdings History
Cascade Investment Advisors, Inc.'s Novartis AG Holding Summary
As of 2025-03-31, Cascade Investment Advisors, Inc. held 22,235.00 shares of Novartis AG(NVS), totaling $2.48 Mil. This investment constitutes 1.68% of their stock portfolio, and Cascade Investment Advisors, Inc. now holds 0% of the outstanding Novartis AG(NVS) stock.
The initial trade took place in 2018Q2. And since then Cascade Investment Advisors, Inc. has made 12 purchases of NVS, at an average price of $79.08, for a total of 26,850.00 shares. In addition, there have been 16 sales at an average price of $92.67 for 4,615.00 shares. Based on historical transaction data and NVS's current price of $116.83, Cascade Investment Advisors, Inc.'s estimated gain on his NVS holdings is $902,033.55, reflecting a 42.48% gain to date.
Cascade Investment Advisors, Inc. NVS ($116.83) Holding Chart
Cascade Investment Advisors, Inc. NVS ($116.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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