Founders Financial Alliance’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,751
-704
| -29% | -$85.2K | 0.05% | 304 |
|
|
2025
Q1 | $274K | Sell |
2,455
-27
| -1% | -$3.01K | 0.07% | 274 |
|
|
2024
Q4 | $242K | Sell |
2,482
-94
| -4% | -$9.15K | 0.07% | 252 |
|
|
2024
Q3 | $296K | Hold |
2,576
| – | – | 0.08% | 218 |
|
|
2024
Q2 | $274K | Buy |
2,576
+3
| +0.1% | +$319 | 0.08% | 222 |
|
|
2024
Q1 | $249K | Buy |
+2,573
| New | +$249K | 0.07% | 230 |
|
|
2022
Q3 | – | Sell |
-3,542
| Closed | -$299K | – | 523 |
|
|
2022
Q2 | $299K | Buy |
+3,542
| New | +$299K | 0.15% | 154 |
|
|
2020
Q4 | – | Sell |
-1,290
| Closed | -$112K | – | 976 |
|
|
2020
Q3 | $112K | Buy |
+1,290
| New | +$112K | 0.07% | 239 |
|