Corient Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8M | Sell |
452,822
-10,258
| -2% | -$1.24M | 0.06% | 244 |
|
|
2025
Q1 | $51.6M | Sell |
463,080
-78,448
| -14% | -$8.75M | 0.08% | 216 |
|
|
2024
Q4 | $52.7M | Sell |
541,528
-38,264
| -7% | -$3.72M | 0.09% | 217 |
|
|
2024
Q3 | $66.7M | Sell |
579,792
-941
| -0.2% | -$108K | 0.1% | 194 |
|
|
2024
Q2 | $61.8M | Sell |
580,733
-5,055
| -0.9% | -$538K | 0.11% | 194 |
|
|
2024
Q1 | $56.7M | Sell |
585,788
-1,775
| -0.3% | -$172K | 0.1% | 208 |
|
|
2023
Q4 | $59.3M | Buy |
587,563
+129,578
| +28% | +$13.1M | 0.11% | 190 |
|
|
2023
Q3 | $46.6M | Buy |
457,985
+3,634
| +0.8% | +$370K | 0.11% | 203 |
|
|
2023
Q2 | $45.8M | Buy |
454,351
+50,920
| +13% | +$5.14M | 0.11% | 202 |
|
|
2023
Q1 | $37.1M | Buy |
403,431
+146,545
| +57% | +$13.5M | 0.1% | 198 |
|
|
2022
Q4 | $23.3M | Buy |
+256,886
| New | +$23.3M | 0.08% | 247 |
|