GFG
Goldstone Financial Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
6,251
+1,378
| +28% | +$168K | 0.1% | 120 |
|
|
2025
Q1 | $543K | Sell |
4,873
-273
| -5% | -$30.4K | 0.08% | 128 |
|
|
2024
Q4 | $501K | Buy |
5,146
+832
| +19% | +$81K | 0.08% | 127 |
|
|
2024
Q3 | $496K | Buy |
4,314
+480
| +13% | +$55.2K | 0.09% | 118 |
|
|
2024
Q2 | $408K | Buy |
3,834
+571
| +17% | +$60.8K | 0.08% | 123 |
|
|
2024
Q1 | $316K | Buy |
3,263
+1,005
| +45% | +$97.2K | 0.07% | 123 |
|
|
2023
Q4 | $228K | Buy |
2,258
+79
| +4% | +$7.98K | 0.06% | 149 |
|
|
2023
Q3 | $222K | Sell |
2,179
-169
| -7% | -$17.2K | 0.07% | 142 |
|
|
2023
Q2 | $237K | Sell |
2,348
-65
| -3% | -$6.56K | 0.07% | 149 |
|
|
2023
Q1 | $222K | Buy |
+2,413
| New | +$222K | 0.07% | 136 |
|