Arvest Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Sell
3,793
-11,762
-76% -$1.42M 0.07% 139
2025
Q1
$1.73M Sell
15,555
-821
-5% -$91.5K 0.27% 83
2024
Q4
$1.59M Sell
16,376
-1,159
-7% -$113K 0.25% 89
2024
Q3
$2.02M Sell
17,535
-2,324
-12% -$267K 0.3% 73
2024
Q2
$2.11M Sell
19,859
-787
-4% -$83.8K 0.34% 64
2024
Q1
$2M Sell
20,646
-3,608
-15% -$349K 0.32% 68
2023
Q4
$2.45M Buy
+24,254
New +$2.45M 0.4% 53