Global Financial Private Client’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-582
| Closed | -$64.9K | – | 1145 |
|
|
2025
Q1 | $64.9K | Hold |
582
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $56.6K | Hold |
582
| – | – | 0.02% | 317 |
|
|
2024
Q3 | $66.9K | Buy |
582
+324
| +126% | +$37.3K | 0.03% | 299 |
|
|
2024
Q2 | $27.5K | Hold |
258
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $24.7K | Hold |
258
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $26.1K | Hold |
258
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $26.2K | Hold |
258
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $25.5K | Hold |
258
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $23.9K | Buy |
+258
| New | +$23.9K | 0.01% | 355 |
|