Clayton 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
Sell
-2,013
Closed -$224K 86
2025
Q1
$224K Sell
2,013
-153
-7% -$17.1K 0.08% 108
2024
Q4
$211K Hold
2,166
0.08% 119
2024
Q3
$249K Buy
+2,166
New +$249K 0.09% 101