Brady Family Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
2,831
| – | – | 0.11% | 90 |
|
|
2025
Q1 | $316K | Hold |
2,831
| – | – | 0.1% | 95 |
|
|
2024
Q4 | $275K | Sell |
2,831
-429
| -13% | -$41.7K | 0.08% | 99 |
|
|
2024
Q3 | $375K | Hold |
3,260
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $347K | Hold |
3,260
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $315K | Hold |
3,260
| – | – | 0.1% | 101 |
|
|
2023
Q4 | $329K | Sell |
3,260
-110
| -3% | -$11.1K | 0.11% | 97 |
|
|
2023
Q3 | $343K | Buy |
3,370
+110
| +3% | +$11.2K | 0.13% | 93 |
|
|
2023
Q2 | $329K | Hold |
3,260
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $300K | Buy |
3,260
+550
| +20% | +$50.6K | 0.12% | 101 |
|
|
2022
Q4 | $246K | Buy |
+2,710
| New | +$246K | 0.1% | 107 |
|