GeoWealth 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 | $390K | Sell |
3,221
-640
| -17% | -$77.4K | 0.02% | 470 |
|
|
2025
Q1 | $430K | Sell |
3,861
-3,057
| -44% | -$341K | 0.02% | 457 |
|
|
2024
Q4 | $673K | Buy |
6,918
+4,606
| +199% | +$448K | 0.02% | 402 |
|
|
2024
Q3 | $266K | Sell |
2,312
-1,843
| -44% | -$212K | 0.01% | 636 |
|
|
2024
Q2 | $442K | Buy |
4,155
+114
| +3% | +$12.1K | 0.02% | 464 |
|
|
2024
Q1 | $391K | Buy |
4,041
+1,465
| +57% | +$142K | 0.02% | 500 |
|
|
2023
Q4 | $259K | Buy |
+2,576
| New | +$259K | 0.02% | 443 |
|