Graypoint LLC’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
2,662
-306
-10% -$37K 0.02% 415
2025
Q1
$331K Sell
2,968
-389
-12% -$43.4K 0.02% 389
2024
Q4
$327K Sell
3,357
-384
-10% -$37.4K 0.02% 388
2024
Q3
$430K Sell
3,741
-18
-0.5% -$2.07K 0.03% 333
2024
Q2
$400K Sell
3,759
-1,909
-34% -$203K 0.03% 327
2024
Q1
$548K Sell
5,668
-41
-0.7% -$3.97K 0.04% 262
2023
Q4
$576K Sell
5,709
-1,318
-19% -$133K 0.05% 233
2023
Q3
$716K Sell
7,027
-255
-4% -$26K 0.07% 188
2023
Q2
$735K Sell
7,282
-605
-8% -$61.1K 0.07% 163
2023
Q1
$726K Sell
7,887
-1,599
-17% -$147K 0.08% 162
2022
Q4
$861K Sell
9,486
-116
-1% -$10.5K 0.1% 133
2022
Q3
$730K Buy
9,602
+28
+0.3% +$2.13K 0.09% 149
2022
Q2
$809K Sell
9,574
-132
-1% -$11.2K 0.1% 137
2022
Q1
$852K Sell
9,706
-45
-0.5% -$3.95K 0.08% 147
2021
Q4
$853K Sell
9,751
-369
-4% -$32.3K 0.09% 149
2021
Q3
$828K Buy
10,120
+197
+2% +$16.1K 0.1% 136
2021
Q2
$905K Sell
9,923
-617
-6% -$56.3K 0.12% 124
2021
Q1
$901K Sell
10,540
-1,032
-9% -$88.2K 0.14% 120
2020
Q4
$1.09M Sell
11,572
-2,106
-15% -$199K 0.19% 100
2020
Q3
$1.19M Sell
13,678
-2,263
-14% -$197K 0.23% 87
2020
Q2
$1.39M Buy
15,941
+1,096
+7% +$95.7K 0.32% 74
2020
Q1
$1.22M Buy
+14,845
New +$1.22M 0.34% 70