Acorn Creek Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440K | Buy |
3,635
+124
| +4% | +$15K | 0.18% | 35 |
|
2025
Q1 | $391K | Buy |
3,511
+143
| +4% | +$15.9K | 0.2% | 40 |
|
2024
Q4 | $328K | Sell |
3,368
-20
| -0.6% | -$1.95K | 0.17% | 48 |
|
2024
Q3 | $390K | Buy |
3,388
+77
| +2% | +$8.86K | 0.21% | 39 |
|
2024
Q2 | $352K | Buy |
3,311
+305
| +10% | +$32.5K | 0.21% | 40 |
|
2024
Q1 | $291K | Sell |
3,006
-80
| -3% | -$7.74K | 0.18% | 47 |
|
2023
Q4 | $312K | Buy |
+3,086
| New | +$312K | 0.14% | 52 |
|