Delta Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $246K | Hold |
2,219
| – | – | 0.06% | 218 |
|
|
2024
Q4 | $216K | Hold |
2,219
| – | – | 0.05% | 230 |
|
|
2024
Q3 | $255K | Hold |
2,219
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $236K | Buy |
2,219
+5
| +0.2% | +$532 | 0.1% | 106 |
|
|
2024
Q1 | $214K | Buy |
2,214
+44
| +2% | +$4.25K | 0.06% | 213 |
|
|
2023
Q4 | $219K | Sell |
2,170
-3
| -0.1% | -$303 | 0.07% | 200 |
|
|
2023
Q3 | $221K | Buy |
2,173
+145
| +7% | +$14.7K | 0.08% | 184 |
|
|
2023
Q2 | $205K | Buy |
+2,028
| New | +$205K | 0.24% | 79 |
|