Cornerstone Wealth 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 | $3.95M | Buy |
32,611
+1,173
| +4% | +$142K | 0.3% | 93 |
|
|
2025
Q1 | $3.5M | Buy |
31,438
+1,767
| +6% | +$197K | 0.29% | 96 |
|
|
2024
Q4 | $2.89M | Buy |
29,671
+1,549
| +6% | +$151K | 0.24% | 98 |
|
|
2024
Q3 | $3.23M | Buy |
28,122
+204
| +0.7% | +$23.5K | 0.27% | 93 |
|
|
2024
Q2 | $2.97M | Buy |
27,918
+475
| +2% | +$50.6K | 0.26% | 90 |
|
|
2024
Q1 | $2.65M | Sell |
27,443
-608
| -2% | -$58.8K | 0.24% | 93 |
|
|
2023
Q4 | $2.83M | Sell |
28,051
-19,241
| -41% | -$1.94M | 0.41% | 73 |
|
|
2023
Q3 | $4.82M | Sell |
47,292
-3,088
| -6% | -$315K | 0.85% | 31 |
|
|
2023
Q2 | $5.08M | Sell |
50,380
-1,130
| -2% | -$114K | 0.92% | 34 |
|
|
2023
Q1 | $4.74M | Buy |
51,510
+348
| +0.7% | +$32K | 0.84% | 38 |
|
|
2022
Q4 | $4.64M | Buy |
51,162
+826
| +2% | +$74.9K | 0.88% | 35 |
|
|
2022
Q3 | $3.83M | Buy |
+50,336
| New | +$3.83M | 0.84% | 42 |
|