Capital Wealth Planning’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
90,385
+38,925
| +76% | +$4.71M | 0.09% | 34 |
|
|
2025
Q1 | $5.74M | Buy |
51,460
+12,870
| +33% | +$1.43M | 0.05% | 40 |
|
|
2024
Q4 | $3.76M | Buy |
38,590
+3,120
| +9% | +$304K | 0.03% | 53 |
|
|
2024
Q3 | $4.08M | Buy |
35,470
+11,607
| +49% | +$1.34M | 0.04% | 46 |
|
|
2024
Q2 | $2.54M | Buy |
23,863
+3,839
| +19% | +$409K | 0.03% | 66 |
|
|
2024
Q1 | $1.94M | Buy |
20,024
+4,088
| +26% | +$395K | 0.02% | 67 |
|
|
2023
Q4 | $1.61M | Buy |
15,936
+5,142
| +48% | +$519K | 0.02% | 68 |
|
|
2023
Q3 | $1.1M | Buy |
10,794
+5,301
| +97% | +$540K | 0.01% | 57 |
|
|
2023
Q2 | $554K | Buy |
5,493
+1,896
| +53% | +$191K | 0.01% | 87 |
|
|
2023
Q1 | $331K | Buy |
+3,597
| New | +$331K | ﹤0.01% | 116 |
|