Capital Insight 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 | $3.44M | Sell |
28,439
-2,393
| -8% | -$290K | 0.6% | 56 |
|
|
2025
Q1 | $3.44M | Buy |
30,832
+1,163
| +4% | +$130K | 0.6% | 53 |
|
|
2024
Q4 | $2.89M | Buy |
29,669
+2,737
| +10% | +$266K | 0.5% | 66 |
|
|
2024
Q3 | $3.1M | Buy |
26,932
+4,317
| +19% | +$497K | 0.54% | 62 |
|
|
2024
Q2 | $2.41M | Buy |
+22,615
| New | +$2.41M | 0.45% | 69 |
|