Convergence Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
3,015
+18
| +0.6% | +$2.18K | 0.06% | 140 |
|
|
2025
Q1 | $334K | Sell |
2,997
-855
| -22% | -$95.3K | 0.07% | 128 |
|
|
2024
Q4 | $375K | Buy |
3,852
+58
| +2% | +$5.64K | 0.07% | 111 |
|
|
2024
Q3 | $436K | Sell |
3,794
-1,489
| -28% | -$171K | 0.09% | 99 |
|
|
2024
Q2 | $562K | Buy |
+5,283
| New | +$562K | 0.15% | 81 |
|