Foundations Investment Advisors’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 | $697K | Sell |
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|
2025
Q2 | $936K | Sell |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $8.67M | Buy |
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|
2024
Q3 | $8.07M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $4.76M | Buy |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $579K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $239K | Buy |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $220K | Buy |
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