Focus Financial Network’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
3,183
+182
| +6% | +$22K | 0.02% | 497 |
|
|
2025
Q1 | $335K | Sell |
3,001
-54
| -2% | -$6.02K | 0.01% | 521 |
|
|
2024
Q4 | $297K | Sell |
3,055
-30
| -1% | -$2.92K | 0.01% | 553 |
|
|
2024
Q3 | $355K | Buy |
3,085
+15
| +0.5% | +$1.73K | 0.01% | 496 |
|
|
2024
Q2 | $343K | Buy |
+3,070
| New | +$343K | 0.01% | 490 |
|
|
2021
Q4 | – | Sell |
-2,673
| Closed | -$219K | – | 418 |
|
|
2021
Q3 | $219K | Buy |
2,673
+249
| +10% | +$20.4K | 0.03% | 385 |
|
|
2021
Q2 | $221K | Sell |
2,424
-120
| -5% | -$11K | 0.03% | 383 |
|
|
2021
Q1 | $217K | Buy |
+2,544
| New | +$217K | 0.03% | 379 |
|