Bruce G. Allen 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
$296K Sell
2,448
-10
-0.4% -$1.21K 0.22% 53
2025
Q1
$274K Buy
2,458
+4
+0.2% +$446 0.22% 56
2024
Q4
$239K Sell
2,454
-240
-9% -$23.4K 0.19% 62
2024
Q3
$310K Buy
2,694
+170
+7% +$19.6K 0.24% 52
2024
Q2
$269K Sell
2,524
-292
-10% -$31.1K 0.23% 58
2024
Q1
$272K Buy
2,816
+49
+2% +$4.74K 0.22% 58
2023
Q4
$279K Buy
+2,767
New +$279K 0.25% 51