Gitterman 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 | $398K | Sell |
3,291
-68
| -2% | -$8.23K | 0.09% | 56 |
|
|
2025
Q1 | $374K | Buy |
3,359
+35
| +1% | +$3.9K | 0.1% | 56 |
|
|
2024
Q4 | $323K | Buy |
3,324
+249
| +8% | +$24.2K | 0.14% | 67 |
|
|
2024
Q3 | $354K | Buy |
3,075
+51
| +2% | +$5.86K | 0.15% | 45 |
|
|
2024
Q2 | $322K | Buy |
3,024
+650
| +27% | +$69.2K | 0.12% | 53 |
|
|
2024
Q1 | $230K | Sell |
2,374
-1,674
| -41% | -$162K | 0.09% | 84 |
|
|
2023
Q4 | $409K | Buy |
4,048
+1,757
| +77% | +$177K | 0.18% | 30 |
|
|
2023
Q3 | $233K | Buy |
2,291
+168
| +8% | +$17.1K | 0.11% | 55 |
|
|
2023
Q2 | $214K | Sell |
2,123
-106
| -5% | -$10.7K | 0.1% | 71 |
|
|
2023
Q1 | $205K | Buy |
2,229
+11
| +0.5% | +$1.01K | 0.1% | 74 |
|
|
2022
Q4 | $201K | Buy |
+2,218
| New | +$201K | 0.1% | 70 |
|