Farther Finance Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
17,328
+1,700
| +11% | +$206K | 0.04% | 351 |
|
|
2025
Q1 | $1.71M | Buy |
15,628
+3,389
| +28% | +$371K | 0.04% | 343 |
|
|
2024
Q4 | $1.19M | Sell |
12,239
-961
| -7% | -$93.5K | 0.04% | 316 |
|
|
2024
Q3 | $1.52M | Buy |
13,200
+2,717
| +26% | +$313K | 0.06% | 247 |
|
|
2024
Q2 | $1.12M | Buy |
10,483
+1,769
| +20% | +$188K | 0.05% | 277 |
|
|
2024
Q1 | $835K | Buy |
8,714
+1,375
| +19% | +$132K | 0.05% | 288 |
|
|
2023
Q4 | $741K | Buy |
7,339
+6,141
| +513% | +$620K | 0.05% | 274 |
|
|
2023
Q3 | $122K | Buy |
1,198
+662
| +124% | +$67.4K | 0.02% | 498 |
|
|
2023
Q2 | $54.1K | Sell |
536
-578
| -52% | -$58.3K | 0.01% | 644 |
|
|
2023
Q1 | $102K | Buy |
1,114
+786
| +240% | +$72.3K | 0.03% | 401 |
|
|
2022
Q4 | $29.8K | Buy |
+328
| New | +$29.8K | 0.01% | 613 |
|