Callan Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.86M | Buy |
16,685
+5,366
| +47% | +$598K | 0.14% | 74 |
|
|
2024
Q4 | $1.1M | Sell |
11,319
-950
| -8% | -$92.4K | 0.08% | 103 |
|
|
2024
Q3 | $1.41M | Buy |
12,269
+3,281
| +37% | +$377K | 0.1% | 94 |
|
|
2024
Q2 | $957K | Buy |
8,988
+1,762
| +24% | +$188K | 0.08% | 110 |
|
|
2024
Q1 | $699K | Buy |
7,226
+2,598
| +56% | +$251K | 0.06% | 118 |
|
|
2023
Q4 | $467K | Buy |
+4,628
| New | +$467K | 0.04% | 129 |
|