Congress 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 | $9.12M | Buy |
75,340
+26,009
| +53% | +$3.15M | 0.09% | 267 |
|
|
2025
Q1 | $5.5M | Buy |
49,331
+7,302
| +17% | +$814K | 0.07% | 317 |
|
|
2024
Q4 | $4.09M | Sell |
42,029
-22,499
| -35% | -$2.19M | 0.06% | 309 |
|
|
2024
Q3 | $7.42M | Buy |
64,528
+38,408
| +147% | +$4.42M | 0.1% | 245 |
|
|
2024
Q2 | $2.78M | Buy |
+26,120
| New | +$2.78M | 0.04% | 311 |
|