Connecticut 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 | $247K | Sell |
2,040
-12
| -0.6% | -$1.45K | 0.01% | 281 |
|
|
2025
Q1 | $229K | Sell |
2,052
-100
| -5% | -$11.1K | 0.01% | 283 |
|
|
2024
Q4 | $209K | Buy |
2,152
+36
| +2% | +$3.5K | 0.01% | 259 |
|
|
2024
Q3 | $243K | Sell |
2,116
-142
| -6% | -$16.3K | 0.01% | 288 |
|
|
2024
Q2 | $240K | Sell |
2,258
-189
| -8% | -$20.1K | 0.01% | 292 |
|
|
2024
Q1 | $237K | Sell |
2,447
-75
| -3% | -$7.26K | 0.01% | 299 |
|
|
2023
Q4 | $255K | Buy |
2,522
+151
| +6% | +$15.2K | 0.01% | 282 |
|
|
2023
Q3 | $242K | Buy |
+2,371
| New | +$242K | 0.02% | 257 |
|