Fiduciary 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
Q2 | $448K | Buy |
3,642
+47
| +1% | +$5.79K | 0.08% | 148 |
|
|
2025
Q1 | $372K | Sell |
3,595
-384
| -10% | -$39.7K | 0.08% | 149 |
|
|
2024
Q4 | $394K | Buy |
3,979
+81
| +2% | +$8.03K | 0.09% | 141 |
|
|
2024
Q3 | $443K | Buy |
3,898
+118
| +3% | +$13.4K | 0.1% | 121 |
|
|
2024
Q2 | $418K | Buy |
+3,780
| New | +$418K | 0.1% | 122 |
|