Forza Wealth 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 | $647K | Hold |
5,349
| – | – | 0.27% | 89 |
|
|
2025
Q1 | $596K | Hold |
5,349
| – | – | 0.27% | 93 |
|
|
2024
Q4 | $521K | Hold |
5,349
| – | – | 0.24% | 104 |
|
|
2024
Q3 | $615K | Buy |
5,349
+30
| +0.6% | +$3.45K | 0.28% | 96 |
|
|
2024
Q2 | $566K | Hold |
5,319
| – | – | 0.29% | 94 |
|
|
2024
Q1 | $515K | Hold |
5,319
| – | – | 0.27% | 106 |
|
|
2023
Q4 | $537K | Hold |
5,319
| – | – | 0.3% | 96 |
|
|
2023
Q3 | $542K | Buy |
5,319
+200
| +4% | +$20.4K | 0.28% | 106 |
|
|
2023
Q2 | $517K | Sell |
5,119
-200
| -4% | -$20.2K | 0.26% | 111 |
|
|
2023
Q1 | $489K | Buy |
5,319
+657
| +14% | +$60.4K | 0.25% | 118 |
|
|
2022
Q4 | $423K | Buy |
+4,662
| New | +$423K | 0.28% | 97 |
|