Adero Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $404K | Buy |
3,620
+1,053
| +41% | +$117K | 0.03% | 143 |
|
|
2024
Q4 | $250K | Sell |
2,567
-240
| -9% | -$23.4K | 0.02% | 198 |
|
|
2024
Q3 | $323K | Buy |
2,807
+874
| +45% | +$101K | 0.02% | 161 |
|
|
2024
Q2 | $206K | Buy |
+1,933
| New | +$206K | 0.02% | 196 |
|
|
2020
Q2 | – | Sell |
-3,844
| Closed | -$317K | – | 77 |
|
|
2020
Q1 | $317K | Buy |
+3,844
| New | +$317K | 0.52% | 44 |
|