FPAS
Focus Partners Advisor Solutions’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
6,755
+73
| +1% | +$8.83K | 0.01% | 504 |
|
|
2025
Q1 | $745K | Buy |
6,682
+2,282
| +52% | +$254K | 0.01% | 455 |
|
|
2024
Q4 | $428K | Buy |
4,400
+1,468
| +50% | +$143K | 0.01% | 511 |
|
|
2024
Q3 | $337K | Buy |
2,932
+719
| +32% | +$82.7K | 0.01% | 534 |
|
|
2024
Q2 | $236K | Sell |
2,213
-1,289
| -37% | -$137K | 0.01% | 557 |
|
|
2024
Q1 | $339K | Buy |
+3,502
| New | +$339K | 0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-2,779
| Closed | -$283K | – | 453 |
|
|
2023
Q3 | $283K | Buy |
2,779
+361
| +15% | +$36.8K | 0.01% | 357 |
|
|
2023
Q2 | $244K | Buy |
2,418
+72
| +3% | +$7.27K | 0.01% | 330 |
|
|
2023
Q1 | $216K | Sell |
2,346
-1,031
| -31% | -$94.9K | 0.01% | 321 |
|
|
2022
Q4 | $306K | Sell |
3,377
-181
| -5% | -$16.4K | 0.02% | 260 |
|
|
2022
Q3 | $270K | Buy |
3,558
+1,031
| +41% | +$78.2K | 0.02% | 325 |
|
|
2022
Q2 | $214K | Buy |
2,527
+53
| +2% | +$4.49K | 0.02% | 323 |
|
|
2022
Q1 | $217K | Sell |
2,474
-863
| -26% | -$75.7K | 0.02% | 295 |
|
|
2021
Q4 | $291K | Buy |
+3,337
| New | +$291K | 0.06% | 97 |
|