AFCM
Applied Finance Capital Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Sell |
7,503
-943
| -11% | -$114K | 0.06% | 134 |
|
|
2025
Q1 | $942K | Buy |
8,446
+2,148
| +34% | +$239K | 0.07% | 117 |
|
|
2024
Q4 | $613K | Sell |
6,298
-775
| -11% | -$75.4K | 0.03% | 176 |
|
|
2024
Q3 | $814K | Buy |
7,073
+2,666
| +60% | +$307K | 0.03% | 142 |
|
|
2024
Q2 | $469K | Buy |
4,407
+1,278
| +41% | +$136K | 0.02% | 198 |
|
|
2024
Q1 | $303K | Hold |
3,129
| – | – | 0.02% | 71 |
|
|
2023
Q4 | $316K | Sell |
3,129
-233
| -7% | -$23.5K | 0.03% | 63 |
|
|
2023
Q3 | $342K | Buy |
3,362
+230
| +7% | +$23.4K | 0.04% | 53 |
|
|
2023
Q2 | $316K | Buy |
3,132
+316
| +11% | +$31.9K | 0.04% | 56 |
|
|
2023
Q1 | $259K | Buy |
2,816
+312
| +12% | +$28.7K | 0.03% | 59 |
|
|
2022
Q4 | $227K | Buy |
+2,504
| New | +$227K | 0.03% | 61 |
|