Daymark Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
33,307
+3,709
| +13% | +$449K | 0.15% | 121 |
|
|
2025
Q1 | $3.3M | Buy |
29,598
+326
| +1% | +$36.3K | 0.14% | 124 |
|
|
2024
Q4 | $2.85M | Buy |
29,272
+1,395
| +5% | +$136K | 0.12% | 137 |
|
|
2024
Q3 | $3.21M | Buy |
27,877
+1,056
| +4% | +$121K | 0.14% | 131 |
|
|
2024
Q2 | $2.86M | Buy |
26,821
+2,544
| +10% | +$271K | 0.13% | 131 |
|
|
2024
Q1 | $2.35M | Buy |
24,277
+856
| +4% | +$82.8K | 0.13% | 120 |
|
|
2023
Q4 | $2.36M | Buy |
23,421
+1,001
| +4% | +$101K | 0.15% | 115 |
|
|
2023
Q3 | $2.28M | Buy |
22,420
+68
| +0.3% | +$6.93K | 0.16% | 114 |
|
|
2023
Q2 | $2.26M | Buy |
22,352
+519
| +2% | +$52.4K | 0.17% | 113 |
|
|
2023
Q1 | $2.01M | Buy |
21,833
+734
| +3% | +$67.5K | 0.27% | 81 |
|
|
2022
Q4 | $1.91M | Buy |
+21,099
| New | +$1.91M | 0.34% | 67 |
|