Community Financial Services 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 | $471K | Sell |
3,896
-271
| -7% | -$32.8K | 0.09% | 71 |
|
|
2025
Q1 | $465K | Sell |
4,167
-49,785
| -92% | -$5.55M | 0.1% | 73 |
|
|
2024
Q4 | $5.25M | Sell |
53,952
-236
| -0.4% | -$23K | 1.04% | 34 |
|
|
2024
Q3 | $6.23M | Buy |
54,188
+1,236
| +2% | +$142K | 1.28% | 29 |
|
|
2024
Q2 | $5.64M | Buy |
52,952
+3,292
| +7% | +$350K | 1.21% | 27 |
|
|
2024
Q1 | $4.8M | Buy |
+49,660
| New | +$4.8M | 1.09% | 27 |
|
|
2023
Q3 | $856K | Buy |
+8,403
| New | +$856K | 0.22% | 63 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 321 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 319 |
|