Annis Gardner Whiting 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 | $57.6K | Buy |
476
+116
| +32% | +$14K | 0.02% | 391 |
|
|
2025
Q1 | $40.5K | Sell |
360
-19
| -5% | -$2.14K | 0.02% | 377 |
|
|
2024
Q4 | $36.9K | Hold |
379
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $43.6K | Hold |
379
| – | – | 0.01% | 379 |
|
|
2024
Q2 | $40.3K | Hold |
379
| – | – | 0.01% | 439 |
|
|
2024
Q1 | $38.1K | Sell |
379
-5
| -1% | -$503 | 0.01% | 432 |
|
|
2023
Q4 | $38.8K | Hold |
384
| – | – | 0.02% | 331 |
|
|
2023
Q3 | $39.1K | Buy |
+384
| New | +$39.1K | 0.02% | 305 |
|