DAS
Diversify Advisory Services’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
7,376
+4,333
| +142% | +$517K | 0.03% | 361 |
|
|
2025
Q1 | $345K | Sell |
3,043
-1,549
| -34% | -$176K | 0.02% | 452 |
|
|
2024
Q4 | $455K | Sell |
4,592
-128
| -3% | -$12.7K | 0.03% | 377 |
|
|
2024
Q3 | $540K | Buy |
4,720
+2,080
| +79% | +$238K | 0.03% | 365 |
|
|
2024
Q2 | $286K | Buy |
2,640
+470
| +22% | +$50.9K | 0.02% | 515 |
|
|
2024
Q1 | $208K | Buy |
+2,170
| New | +$208K | 0.01% | 608 |
|