Brown, Lisle/Cummings’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
1,578
| – | – | 0.05% | 214 |
|
|
2025
Q1 | $176K | Buy |
1,578
+5
| +0.3% | +$557 | 0.05% | 214 |
|
|
2024
Q4 | $153K | Sell |
1,573
-400
| -20% | -$38.9K | 0.05% | 226 |
|
|
2024
Q3 | $227K | Buy |
1,973
+65
| +3% | +$7.48K | 0.07% | 193 |
|
|
2024
Q2 | $203K | Buy |
1,908
+1,020
| +115% | +$109K | 0.07% | 197 |
|
|
2024
Q1 | $85.9K | Hold |
888
| – | – | 0.03% | 249 |
|
|
2023
Q4 | $89.7K | Hold |
888
| – | – | 0.03% | 243 |
|
|
2023
Q3 | $90.5K | Hold |
888
| – | – | 0.04% | 234 |
|
|
2023
Q2 | $89.6K | Hold |
888
| – | – | 0.04% | 239 |
|
|
2023
Q1 | $81.7K | Buy |
888
+100
| +13% | +$9.2K | 0.04% | 234 |
|
|
2022
Q4 | $71.5K | Buy |
788
+138
| +21% | +$12.5K | 0.04% | 239 |
|
|
2022
Q3 | $49.4K | Hold |
650
| – | – | 0.03% | 257 |
|
|
2022
Q2 | $54.9K | Hold |
650
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $57K | Hold |
650
| – | – | 0.03% | 256 |
|
|
2021
Q4 | $56.9K | Buy |
+650
| New | +$56.9K | 0.03% | 257 |
|