Altrius Capital 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 | $9.55M | Sell |
78,909
-703
| -0.9% | -$85.1K | 2.23% | 5 |
|
|
2025
Q1 | $8.88M | Buy |
79,612
+1,829
| +2% | +$204K | 2.16% | 7 |
|
|
2024
Q4 | $7.57M | Buy |
77,783
+3,345
| +4% | +$326K | 2.03% | 9 |
|
|
2024
Q3 | $8.56M | Sell |
74,438
-3,622
| -5% | -$417K | 2.15% | 8 |
|
|
2024
Q2 | $8.31M | Buy |
78,060
+1,339
| +2% | +$143K | 2.19% | 5 |
|
|
2024
Q1 | $7.42M | Buy |
76,721
+6,913
| +10% | +$669K | 1.87% | 17 |
|
|
2023
Q4 | $7.05M | Sell |
69,808
-220
| -0.3% | -$22.2K | 1.96% | 10 |
|
|
2023
Q3 | $7.13M | Sell |
70,028
-506
| -0.7% | -$51.5K | 2.12% | 8 |
|
|
2023
Q2 | $7.12M | Sell |
70,534
-728
| -1% | -$73.5K | 2.11% | 9 |
|
|
2023
Q1 | $6.56M | Buy |
71,262
+3,978
| +6% | +$366K | 2% | 16 |
|
|
2022
Q4 | $6.1M | Buy |
67,284
+2,147
| +3% | +$195K | 1.92% | 12 |
|
|
2022
Q3 | $4.95M | Buy |
65,137
+16,108
| +33% | +$1.22M | 1.89% | 7 |
|
|
2022
Q2 | $4.14M | Buy |
+49,029
| New | +$4.14M | 1.35% | 34 |
|