CRA Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,877
| – | – | 0.03% | 253 |
|
|
2025
Q1 | $209K | Buy |
+1,877
| New | +$209K | 0.04% | 265 |
|
|
2024
Q4 | – | Sell |
-1,866
| Closed | -$215K | – | 279 |
|
|
2024
Q3 | $215K | Buy |
+1,866
| New | +$215K | 0.04% | 252 |
|
|
2021
Q3 | – | Sell |
-2,371
| Closed | -$216K | – | 199 |
|
|
2021
Q2 | $216K | Sell |
2,371
-25
| -1% | -$2.28K | 0.08% | 174 |
|
|
2021
Q1 | $205K | Hold |
2,396
| – | – | 0.08% | 165 |
|
|
2020
Q4 | $226K | Hold |
2,396
| – | – | 0.1% | 143 |
|
|
2020
Q3 | $208K | Hold |
2,396
| – | – | 0.1% | 135 |
|
|
2020
Q2 | $209K | Buy |
+2,396
| New | +$209K | 0.11% | 128 |
|