Greenup Street 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 | $5.08M | Buy |
42,007
+901
| +2% | +$109K | 0.88% | 27 |
|
|
2025
Q1 | $4.58M | Buy |
+41,106
| New | +$4.58M | 0.91% | 24 |
|
|
2024
Q4 | – | Sell |
-35,979
| Closed | -$4.14M | – | 98 |
|
|
2024
Q3 | $4.14M | Buy |
35,979
+2,111
| +6% | +$243K | 0.85% | 30 |
|
|
2024
Q2 | $3.61M | Buy |
+33,868
| New | +$3.61M | 0.85% | 29 |
|
|
2024
Q1 | – | Sell |
-2,230
| Closed | -$225K | – | 88 |
|
|
2023
Q4 | $225K | Buy |
+2,230
| New | +$225K | 0.06% | 79 |
|
|
2023
Q3 | – | Sell |
-11,790
| Closed | -$1.19M | – | 87 |
|
|
2023
Q2 | $1.19M | Buy |
+11,790
| New | +$1.19M | 0.33% | 53 |
|
|
2023
Q1 | – | Sell |
-11,475
| Closed | -$1.04M | – | 82 |
|
|
2022
Q4 | $1.04M | Buy |
11,475
+79
| +0.7% | +$7.17K | 0.43% | 46 |
|
|
2022
Q3 | $866K | Buy |
+11,396
| New | +$866K | 0.39% | 47 |
|
|
2022
Q2 | – | Sell |
-10,854
| Closed | -$952K | – | 92 |
|
|
2022
Q1 | $952K | Sell |
10,854
-1,223
| -10% | -$107K | 0.53% | 46 |
|
|
2021
Q4 | $1.06M | Buy |
+12,077
| New | +$1.06M | 0.62% | 41 |
|