Angeles Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,254
| Closed | -$219K | – | 147 |
|
|
2024
Q4 | $219K | Sell |
2,254
-205
| -8% | -$19.9K | 0.01% | 177 |
|
|
2024
Q3 | $283K | Hold |
2,459
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $262K | Sell |
2,459
-1,188
| -33% | -$126K | 0.01% | 173 |
|
|
2024
Q1 | $353K | Buy |
3,647
+616
| +20% | +$59.6K | 0.02% | 153 |
|
|
2023
Q4 | $306K | Buy |
3,031
+201
| +7% | +$20.3K | 0.02% | 149 |
|
|
2023
Q3 | $288K | Sell |
2,830
-686
| -20% | -$69.9K | 0.02% | 140 |
|
|
2023
Q2 | $355K | Hold |
3,516
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $323K | Buy |
+3,516
| New | +$323K | 0.03% | 101 |
|
|
2022
Q1 | – | Sell |
-4,482
| Closed | -$392K | – | 184 |
|
|
2021
Q4 | $392K | Buy |
+4,482
| New | +$392K | 0.02% | 144 |
|