Anchor Capital Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+1,718
New +$208K 0.01% 237
2016
Q1
Sell
-2,701
Closed -$208K 289
2015
Q4
$208K Buy
+2,701
New +$208K 0.01% 282
2015
Q3
Sell
-2,344
Closed -$207K 288
2015
Q2
$207K Hold
2,344
﹤0.01% 281
2015
Q1
$207K Buy
+2,344
New +$207K ﹤0.01% 287