Carr Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
2,923
| – | – | 0.1% | 128 |
|
|
2025
Q1 | $326K | Sell |
2,923
-2,357
| -45% | -$263K | 0.11% | 126 |
|
|
2024
Q4 | $514K | Hold |
5,280
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $607K | Hold |
5,280
| – | – | 0.18% | 92 |
|
|
2024
Q2 | $562K | Buy |
5,280
+27
| +0.5% | +$2.87K | 0.18% | 97 |
|
|
2024
Q1 | $508K | Hold |
5,253
| – | – | 0.17% | 105 |
|
|
2023
Q4 | $530K | Hold |
5,253
| – | – | 0.2% | 85 |
|
|
2023
Q3 | $487K | Hold |
5,253
| – | – | 0.19% | 91 |
|
|
2023
Q2 | $530K | Hold |
5,253
| – | – | 0.21% | 86 |
|
|
2023
Q1 | $483K | Hold |
5,253
| – | – | 0.21% | 90 |
|
|
2022
Q4 | $477K | Buy |
+5,253
| New | +$477K | 0.25% | 86 |
|