Callan Family Office’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
87,048
+60,949
| +234% | +$7.38M | 0.33% | 57 |
|
|
2025
Q1 | $2.91M | Sell |
26,099
-2,775
| -10% | -$309K | 0.22% | 102 |
|
|
2024
Q4 | $2.81M | Buy |
28,874
+26,973
| +1,419% | +$2.62M | 0.18% | 114 |
|
|
2024
Q3 | $219K | Buy |
+1,901
| New | +$219K | 0.04% | 172 |
|
|
2023
Q2 | – | Sell |
-9,605
| Closed | -$884K | – | 143 |
|
|
2023
Q1 | $884K | Buy |
+9,605
| New | +$884K | 0.21% | 69 |
|