Forum Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
24,607
+88
| +0.4% | +$10.6K | 0.05% | 87 |
|
|
2025
Q1 | $2.73M | Sell |
24,519
-34
| -0.1% | -$3.79K | 0.05% | 87 |
|
|
2024
Q4 | $2.39M | Buy |
24,553
+731
| +3% | +$71.1K | 0.04% | 98 |
|
|
2024
Q3 | $2.74M | Hold |
23,822
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $2.54M | Hold |
23,822
| – | – | 0.05% | 75 |
|
|
2024
Q1 | $2.3M | Hold |
23,822
| – | – | 0.04% | 96 |
|
|
2023
Q4 | $2.41M | Sell |
23,822
-52
| -0.2% | -$5.25K | 0.05% | 78 |
|
|
2023
Q3 | $2.43M | Sell |
23,874
-1,341
| -5% | -$137K | 0.05% | 73 |
|
|
2023
Q2 | $2.54M | Buy |
25,215
+1,374
| +6% | +$139K | 0.06% | 67 |
|
|
2023
Q1 | $2.19M | Sell |
23,841
-1,094
| -4% | -$101K | 0.06% | 72 |
|
|
2022
Q4 | $2.26M | Hold |
24,935
| – | – | 0.07% | 65 |
|
|
2022
Q3 | $1.9M | Hold |
24,935
| – | – | 0.09% | 62 |
|
|
2022
Q2 | $2.11M | Hold |
24,935
| – | – | 0.11% | 59 |
|
|
2022
Q1 | $2.19M | Sell |
24,935
-14
| -0.1% | -$1.23K | 0.11% | 54 |
|
|
2021
Q4 | $2.18M | Buy |
+24,949
| New | +$2.18M | 0.11% | 58 |
|