FSB Premier 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 | $1.73M | Buy |
14,324
+2,236
| +18% | +$271K | 0.62% | 47 |
|
|
2025
Q1 | $1.35M | Buy |
12,088
+793
| +7% | +$88.4K | 0.53% | 54 |
|
|
2024
Q4 | $1.1M | Buy |
11,295
+1,896
| +20% | +$185K | 0.44% | 56 |
|
|
2024
Q3 | $1.08M | Buy |
9,399
+1,773
| +23% | +$204K | 0.44% | 62 |
|
|
2024
Q2 | $812K | Buy |
7,626
+2,651
| +53% | +$282K | 0.37% | 68 |
|
|
2024
Q1 | $481K | Buy |
4,975
+897
| +22% | +$86.8K | 0.22% | 93 |
|
|
2023
Q4 | $412K | Buy |
4,078
+1,136
| +39% | +$115K | 0.21% | 99 |
|
|
2023
Q3 | $300K | Buy |
2,942
+410
| +16% | +$41.8K | 0.17% | 113 |
|
|
2023
Q2 | $256K | Sell |
2,532
-104
| -4% | -$10.5K | 0.14% | 127 |
|
|
2023
Q1 | $243K | Buy |
2,636
+148
| +6% | +$13.6K | 0.13% | 127 |
|
|
2022
Q4 | $226K | Buy |
+2,488
| New | +$226K | 0.12% | 136 |
|
|
2022
Q1 | – | Sell |
-1,566
| Closed | -$137K | – | 381 |
|
|
2021
Q4 | $137K | Buy |
+1,566
| New | +$137K | 0.06% | 152 |
|