Focus Partners Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
51,637
+4,089
| +9% | +$495K | 0.01% | 606 |
|
|
2025
Q1 | $5.31M | Buy |
47,548
+5,504
| +13% | +$615K | 0.01% | 606 |
|
|
2024
Q4 | $4.09M | Buy |
42,044
+12,407
| +42% | +$1.21M | 0.01% | 666 |
|
|
2024
Q3 | $3.41M | Sell |
29,637
-6,747
| -19% | -$776K | 0.01% | 647 |
|
|
2024
Q2 | $3.87M | Buy |
36,384
+6,211
| +21% | +$661K | 0.01% | 539 |
|
|
2024
Q1 | $2.92M | Buy |
30,173
+22,929
| +317% | +$2.22M | 0.02% | 425 |
|
|
2023
Q4 | $731K | Buy |
+7,244
| New | +$731K | 0.01% | 505 |
|