FLC Capital 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 | $398K | Buy |
3,286
+700
| +27% | +$84.7K | 0.08% | 133 |
|
|
2025
Q1 | $288K | Hold |
2,586
| – | – | 0.06% | 147 |
|
|
2024
Q4 | $252K | Buy |
2,586
+220
| +9% | +$21.4K | 0.06% | 151 |
|
|
2024
Q3 | $272K | Buy |
2,366
+100
| +4% | +$11.5K | 0.06% | 142 |
|
|
2024
Q2 | $241K | Hold |
2,266
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $219K | Sell |
2,266
-220
| -9% | -$21.3K | 0.06% | 154 |
|
|
2023
Q4 | $251K | Buy |
+2,486
| New | +$251K | 0.07% | 132 |
|