Barry Investment 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 | $255K | Buy |
2,110
+7
| +0.3% | +$847 | 0.06% | 89 |
|
|
2025
Q1 | $234K | Sell |
2,103
-16
| -0.8% | -$1.78K | 0.06% | 95 |
|
|
2024
Q4 | $206K | Hold |
2,119
| – | – | 0.07% | 105 |
|
|
2024
Q3 | $244K | Sell |
2,119
-1
| -0% | -$115 | 0.07% | 102 |
|
|
2024
Q2 | $226K | Buy |
2,120
+13
| +0.6% | +$1.38K | 0.08% | 105 |
|
|
2024
Q1 | $204K | Buy |
2,107
+4
| +0.2% | +$387 | 0.07% | 111 |
|
|
2023
Q4 | $212K | Buy |
2,103
+6
| +0.3% | +$606 | 0.07% | 101 |
|
|
2023
Q3 | $214K | Buy |
2,097
+2
| +0.1% | +$204 | 0.08% | 103 |
|
|
2023
Q2 | $211K | Buy |
+2,095
| New | +$211K | 0.07% | 114 |
|
|
2021
Q1 | – | Sell |
-2,175
| Closed | -$205K | – | 120 |
|
|
2020
Q4 | $205K | Buy |
+2,175
| New | +$205K | 0.06% | 99 |
|