CastleKeep Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
11,112
-859
| -7% | -$104K | 0.66% | 41 |
|
|
2025
Q1 | $1.33M | Buy |
11,971
+382
| +3% | +$42.6K | 0.69% | 47 |
|
|
2024
Q4 | $1.13M | Buy |
11,589
+1,080
| +10% | +$105K | 0.79% | 55 |
|
|
2024
Q3 | $1.21M | Buy |
10,509
+458
| +5% | +$52.7K | 0.83% | 38 |
|
|
2024
Q2 | $1.07M | Sell |
10,051
-28
| -0.3% | -$2.98K | 0.83% | 30 |
|
|
2024
Q1 | $975K | Sell |
10,079
-1,069
| -10% | -$103K | 0.7% | 48 |
|
|
2023
Q4 | $1.13M | Buy |
+11,148
| New | +$1.13M | 0.8% | 37 |
|