Harbour Trust & Investment 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 | $988K | Hold |
8,163
| – | – | 0.11% | 87 |
|
|
2025
Q1 | $910K | Sell |
8,163
-1,058
| -11% | -$118K | 0.11% | 90 |
|
|
2024
Q4 | $897K | Sell |
9,221
-48
| -0.5% | -$4.67K | 0.1% | 91 |
|
|
2024
Q3 | $1.07M | Sell |
9,269
-300
| -3% | -$34.5K | 0.12% | 90 |
|
|
2024
Q2 | $1.02M | Sell |
9,569
-376
| -4% | -$40K | 0.12% | 92 |
|
|
2024
Q1 | $962K | Sell |
9,945
-150
| -1% | -$14.5K | 0.12% | 93 |
|
|
2023
Q4 | $1.02M | Buy |
+10,095
| New | +$1.02M | 0.14% | 90 |
|