Cypress Wealth 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 | $257K | Buy |
2,122
+138
| +7% | +$16.7K | 0.05% | 263 |
|
|
2025
Q1 | $221K | Buy |
+1,984
| New | +$221K | 0.04% | 258 |
|
|
2024
Q4 | – | Sell |
-1,850
| Closed | -$213K | – | 296 |
|
|
2024
Q3 | $213K | Buy |
+1,850
| New | +$213K | 0.04% | 257 |
|
|
2024
Q2 | – | Sell |
-2,084
| Closed | -$202K | – | 271 |
|
|
2024
Q1 | $202K | Buy |
+2,084
| New | +$202K | 0.05% | 248 |
|
|
2021
Q2 | – | Sell |
-2,456
| Closed | -$210K | – | 299 |
|
|
2021
Q1 | $210K | Buy |
2,456
+93
| +4% | +$7.95K | 0.04% | 274 |
|
|
2020
Q4 | $223K | Buy |
+2,363
| New | +$223K | 0.05% | 259 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 173 |
|