Forum Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.16M | Hold |
|
|||||
|
2025
Q2 | $2.98M | Buy |
|
|||||
|
2025
Q1 | $2.73M | Sell |
|
|||||
|
2024
Q4 | $2.39M | Buy |
|
|||||
|
2024
Q3 | $2.74M | Hold |
|
|||||
|
2024
Q2 | $2.54M | Hold |
|
|||||
|
2024
Q1 | $2.3M | Hold |
|
|||||
|
2023
Q4 | $2.41M | Sell |
|
|||||
|
2023
Q3 | $2.43M | Sell |
|
|||||
|
2023
Q2 | $2.54M | Buy |
|
|||||
|
2023
Q1 | $2.19M | Sell |
|
|||||
|
2022
Q4 | $2.26M | Hold |
|
|||||
|
2022
Q3 | $1.9M | Hold |
|
|||||
|
2022
Q2 | $2.11M | Hold |
|
|||||
|
2022
Q1 | $2.19M | Sell |
|
|||||
|
2021
Q4 | $2.18M | Buy |
|