CoreCap Advisors’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
1,825
+475
+35% +$57.5K 0.01% 712
2025
Q1
$150K Sell
1,350
-729
-35% -$81.3K 0.01% 758
2024
Q4
$202K Buy
2,079
+523
+34% +$50.9K 0.01% 703
2024
Q3
$179K Buy
1,556
+1,162
+295% +$134K 0.01% 729
2024
Q2
$41.9K Buy
394
+24
+6% +$2.56K ﹤0.01% 704
2024
Q1
$35.8K Buy
+370
New +$35.8K ﹤0.01% 1249
2022
Q4
$36.8K Buy
+406
New +$36.8K ﹤0.01% 1096
2022
Q3
Sell
-1,502
Closed -$127K 1555
2022
Q2
$127K Buy
+1,502
New +$127K 0.01% 617
2022
Q1
Sell
-2,038
Closed -$178K 1549
2021
Q4
$178K Buy
+2,038
New +$178K 0.01% 559