Financial Engines 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 | $811K | Buy |
6,701
+3,019
| +82% | +$365K | ﹤0.01% | 319 |
|
|
2025
Q1 | $411K | Buy |
3,682
+42
| +1% | +$4.68K | ﹤0.01% | 340 |
|
|
2024
Q4 | $354K | Buy |
+3,640
| New | +$354K | ﹤0.01% | 362 |
|
|
2021
Q2 | – | Sell |
-2,709
| Closed | -$232K | – | 243 |
|
|
2021
Q1 | $232K | Buy |
2,709
+585
| +28% | +$50.1K | ﹤0.01% | 245 |
|
|
2020
Q4 | $201K | Buy |
+2,124
| New | +$201K | ﹤0.01% | 250 |
|