Canopy Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
3,123
+60
| +2% | +$7.26K | 0.14% | 127 |
|
|
2025
Q1 | $341K | Sell |
3,063
-75
| -2% | -$8.36K | 0.13% | 126 |
|
|
2024
Q4 | $305K | Buy |
3,138
+25
| +0.8% | +$2.43K | 0.12% | 140 |
|
|
2024
Q3 | $358K | Hold |
3,113
| – | – | 0.15% | 127 |
|
|
2024
Q2 | $331K | Buy |
3,113
+15
| +0.5% | +$1.6K | 0.15% | 120 |
|
|
2024
Q1 | $300K | Buy |
3,098
+303
| +11% | +$29.3K | 0.15% | 129 |
|
|
2023
Q4 | $282K | Buy |
+2,795
| New | +$282K | 0.17% | 119 |
|