Concurrent 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 | $1.29M | Buy |
10,663
+4,868
| +84% | +$589K | 0.02% | 533 |
|
|
2025
Q1 | $646K | Buy |
5,795
+1,652
| +40% | +$184K | 0.02% | 666 |
|
|
2024
Q4 | $403K | Buy |
4,143
+409
| +11% | +$39.8K | 0.01% | 726 |
|
|
2024
Q3 | $429K | Buy |
3,734
+393
| +12% | +$45.2K | 0.01% | 660 |
|
|
2024
Q2 | $356K | Buy |
3,341
+317
| +10% | +$33.8K | 0.01% | 676 |
|
|
2024
Q1 | $293K | Buy |
+3,024
| New | +$293K | 0.01% | 678 |
|