Frank Rimerman Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
5,621
+2,910
| +107% | +$352K | 0.05% | 288 |
|
|
2025
Q1 | $302K | Buy |
+2,711
| New | +$302K | 0.02% | 408 |
|
|
2024
Q4 | – | Sell |
-1,750
| Closed | -$201K | – | 550 |
|
|
2024
Q3 | $201K | Sell |
1,750
-522
| -23% | -$60K | 0.01% | 517 |
|
|
2024
Q2 | $242K | Buy |
+2,272
| New | +$242K | 0.02% | 490 |
|