Gimbal Financial’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
2,205
+2
+0.1% +$242 0.16% 39
2025
Q1
$246K Hold
2,203
0.22% 35
2024
Q4
$214K Hold
2,203
0.18% 44
2024
Q3
$249K Sell
2,203
-43
-2% -$4.87K 0.16% 42
2024
Q2
$248K Buy
2,246
+3
+0.1% +$332 0.18% 38
2024
Q1
$217K Hold
2,243
0.18% 44
2023
Q4
$226K Buy
+2,243
New +$226K 0.23% 39