Curbstone Financial Management Corp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
4,444
+188
| +4% | +$22.8K | 0.11% | 161 |
|
|
2025
Q1 | $474K | Hold |
4,256
| – | – | 0.1% | 172 |
|
|
2024
Q4 | $414K | Buy |
4,256
+212
| +5% | +$20.6K | 0.09% | 182 |
|
|
2024
Q3 | $465K | Hold |
4,044
| – | – | 0.1% | 175 |
|
|
2024
Q2 | $431K | Buy |
+4,044
| New | +$431K | 0.09% | 180 |
|
|
2024
Q1 | – | Sell |
-4,094
| Closed | -$413K | – | 191 |
|
|
2023
Q4 | $413K | Hold |
4,094
| – | – | 0.09% | 185 |
|
|
2023
Q3 | $417K | Hold |
4,094
| – | – | 0.1% | 174 |
|
|
2023
Q2 | $413K | Buy |
+4,094
| New | +$413K | 0.1% | 176 |
|