Compass Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
13,322
-878
| -6% | -$106K | 0.38% | 71 |
|
|
2025
Q1 | $1.58M | Sell |
14,200
-800
| -5% | -$89.2K | 0.4% | 72 |
|
|
2024
Q4 | $1.46M | Sell |
15,000
-1,625
| -10% | -$158K | 0.35% | 75 |
|
|
2024
Q3 | $1.91M | Sell |
16,625
-950
| -5% | -$109K | 0.45% | 71 |
|
|
2024
Q2 | $1.87M | Sell |
17,575
-50
| -0.3% | -$5.32K | 0.46% | 71 |
|
|
2024
Q1 | $1.7M | Sell |
17,625
-660
| -4% | -$63.8K | 0.43% | 74 |
|
|
2023
Q4 | $1.85M | Buy |
18,285
+435
| +2% | +$43.9K | 0.52% | 65 |
|
|
2023
Q3 | $1.82M | Sell |
17,850
-350
| -2% | -$35.7K | 0.57% | 59 |
|
|
2023
Q2 | $1.84M | Sell |
18,200
-150
| -0.8% | -$15.1K | 0.55% | 60 |
|
|
2023
Q1 | $1.69M | Hold |
18,350
| – | – | 0.54% | 65 |
|
|
2022
Q4 | $1.66M | Buy |
+18,350
| New | +$1.66M | 0.55% | 63 |
|