Envestnet Portfolio Solutions’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
19,594
-3,689
| -16% | -$446K | 0.01% | 515 |
|
|
2025
Q1 | $2.6M | Sell |
23,283
-13,780
| -37% | -$1.54M | 0.01% | 510 |
|
|
2024
Q4 | $3.61M | Buy |
37,063
+4,091
| +12% | +$398K | 0.01% | 481 |
|
|
2024
Q3 | $3.79M | Buy |
32,972
+1,585
| +5% | +$182K | 0.01% | 467 |
|
|
2024
Q2 | $3.34M | Sell |
31,387
-4,077
| -11% | -$434K | 0.01% | 476 |
|
|
2024
Q1 | $3.43M | Buy |
35,464
+2,108
| +6% | +$204K | 0.01% | 482 |
|
|
2023
Q4 | $3.37M | Buy |
33,356
+1,659
| +5% | +$168K | 0.01% | 440 |
|
|
2023
Q3 | $3.23M | Buy |
+31,697
| New | +$3.23M | 0.02% | 414 |
|