Apexium Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
2,613
+469
| +22% | +$56.8K | 0.02% | 227 |
|
|
2025
Q1 | $239K | Buy |
+2,144
| New | +$239K | 0.01% | 249 |
|
|
2024
Q4 | – | Sell |
-1,902
| Closed | -$219K | – | 264 |
|
|
2024
Q3 | $219K | Hold |
1,902
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $202K | Buy |
+1,902
| New | +$202K | 0.01% | 216 |
|
|
2024
Q1 | – | Sell |
-6,952
| Closed | -$702K | – | 269 |
|
|
2023
Q4 | $702K | Buy |
6,952
+4,891
| +237% | +$494K | 0.05% | 149 |
|
|
2023
Q3 | $210K | Hold |
2,061
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $208K | Buy |
+2,061
| New | +$208K | 0.02% | 207 |
|