Abound Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Sell |
15
-1
| -6% | -$121 | ﹤0.01% | 760 |
|
|
2025
Q1 | $1.78K | Sell |
16
-7
| -30% | -$781 | ﹤0.01% | 715 |
|
|
2024
Q4 | $2.24K | Hold |
23
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $2.65K | Buy |
23
+4
| +21% | +$460 | ﹤0.01% | 668 |
|
|
2024
Q2 | $2.02K | Sell |
19
-24
| -56% | -$2.56K | ﹤0.01% | 643 |
|
|
2024
Q1 | $4.16K | Buy |
43
+5
| +13% | +$484 | ﹤0.01% | 564 |
|
|
2023
Q4 | $3.84K | Hold |
38
| – | – | ﹤0.01% | 567 |
|
|
2023
Q3 | $3.87K | Hold |
38
| – | – | ﹤0.01% | 517 |
|
|
2023
Q2 | $3.84K | Buy |
+38
| New | +$3.84K | ﹤0.01% | 546 |
|