Cornerstone Planning Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Buy |
168
+49
| +41% | +$5.77K | ﹤0.01% | 420 |
|
|
2025
Q1 | $13.1K | Buy |
119
+40
| +51% | +$4.41K | ﹤0.01% | 498 |
|
|
2024
Q4 | $8.17K | Sell |
79
-36
| -31% | -$3.72K | ﹤0.01% | 472 |
|
|
2024
Q3 | $12.7K | Buy |
115
+16
| +16% | +$1.77K | ﹤0.01% | 371 |
|
|
2024
Q2 | $10.9K | Buy |
99
+54
| +120% | +$5.93K | ﹤0.01% | 421 |
|
|
2024
Q1 | $4.38K | Buy |
+45
| New | +$4.38K | ﹤0.01% | 537 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$1.53K | – | 999 |
|
|
2023
Q3 | $1.53K | Hold |
15
| – | – | ﹤0.01% | 712 |
|
|
2023
Q2 | $1.51K | Buy |
+15
| New | +$1.51K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $16.5K | Buy |
+179
| New | +$16.5K | 0.01% | 479 |
|