HB 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 | $1.62M | Buy |
13,357
+2,064
| +18% | +$250K | 0.01% | 411 |
|
|
2025
Q1 | $1.26M | Buy |
11,293
+4,549
| +67% | +$507K | 0.01% | 478 |
|
|
2024
Q4 | $656K | Buy |
6,744
+534
| +9% | +$52K | 0.01% | 528 |
|
|
2024
Q3 | $714K | Buy |
6,210
+516
| +9% | +$59.4K | 0.01% | 472 |
|
|
2024
Q2 | $606K | Hold |
5,694
| – | – | 0.01% | 478 |
|
|
2024
Q1 | $551K | Buy |
5,694
+1,317
| +30% | +$127K | 0.01% | 471 |
|
|
2023
Q4 | $442K | Sell |
4,377
-300
| -6% | -$30.3K | 0.01% | 495 |
|
|
2023
Q3 | $476K | Buy |
4,677
+126
| +3% | +$12.8K | 0.01% | 443 |
|
|
2023
Q2 | $459K | Sell |
4,551
-144
| -3% | -$14.5K | 0.01% | 437 |
|
|
2023
Q1 | $432K | Buy |
4,695
+650
| +16% | +$59.8K | 0.01% | 448 |
|
|
2022
Q4 | $367K | Buy |
4,045
+144
| +4% | +$13.1K | 0.01% | 477 |
|
|
2022
Q3 | $297K | Buy |
3,901
+667
| +21% | +$50.8K | 0.01% | 439 |
|
|
2022
Q2 | $273K | Buy |
3,234
+202
| +7% | +$17.1K | 0.01% | 460 |
|
|
2022
Q1 | $266K | Buy |
+3,032
| New | +$266K | ﹤0.01% | 482 |
|