CFS Investment Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
2,971
+516
| +21% | +$62.5K | 0.03% | 263 |
|
|
2025
Q1 | $274K | Sell |
2,455
-5
| -0.2% | -$558 | 0.02% | 273 |
|
|
2024
Q4 | $239K | Buy |
2,460
+49
| +2% | +$4.76K | 0.02% | 274 |
|
|
2024
Q3 | $277K | Buy |
2,411
+304
| +14% | +$34.9K | 0.02% | 259 |
|
|
2024
Q2 | $224K | Sell |
2,107
-22
| -1% | -$2.34K | 0.02% | 243 |
|
|
2024
Q1 | $206K | Sell |
2,129
-25
| -1% | -$2.42K | 0.03% | 156 |
|
|
2023
Q4 | $217K | Buy |
2,154
+88
| +4% | +$8.87K | 0.04% | 146 |
|
|
2023
Q3 | $210K | Buy |
+2,066
| New | +$210K | 0.03% | 158 |
|