Allen 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 | $550K | Sell |
4,545
-829
| -15% | -$100K | 0.38% | 37 |
|
|
2025
Q1 | $599K | Hold |
5,374
| – | – | 0.41% | 37 |
|
|
2024
Q4 | $523K | Sell |
5,374
-414
| -7% | -$40.3K | 0.37% | 38 |
|
|
2024
Q3 | $666K | Buy |
5,788
+100
| +2% | +$11.5K | 0.46% | 35 |
|
|
2024
Q2 | $606K | Buy |
5,688
+214
| +4% | +$22.8K | 0.54% | 35 |
|
|
2024
Q1 | $530K | Sell |
5,474
-10,047
| -65% | -$972K | 0.47% | 39 |
|
|
2023
Q4 | $1.57M | Buy |
+15,521
| New | +$1.57M | 1.53% | 16 |
|