Aspen Grove Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,857
| New | +$225K | 0.04% | 200 |
|
|
2024
Q4 | – | Sell |
-1,870
| Closed | -$215K | – | 213 |
|
|
2024
Q3 | $215K | Sell |
1,870
-326
| -15% | -$37.5K | 0.05% | 184 |
|
|
2024
Q2 | $234K | Sell |
2,196
-316
| -13% | -$33.7K | 0.06% | 171 |
|
|
2024
Q1 | $249K | Buy |
2,512
+29
| +1% | +$2.88K | 0.07% | 161 |
|
|
2023
Q4 | $251K | Sell |
2,483
-393
| -14% | -$39.7K | 0.08% | 144 |
|
|
2023
Q3 | $293K | Buy |
2,876
+203
| +8% | +$20.7K | 0.11% | 122 |
|
|
2023
Q2 | $270K | Buy |
2,673
+185
| +7% | +$18.7K | 0.09% | 154 |
|
|
2023
Q1 | $229K | Buy |
+2,488
| New | +$229K | 0.1% | 127 |
|