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 |
|