Helen Stephens Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Hold |
4,222
| – | – | 0.13% | 54 |
|
|
2025
Q1 | $471K | Hold |
4,222
| – | – | 0.13% | 57 |
|
|
2024
Q4 | $411K | Hold |
4,222
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $486K | Hold |
4,222
| – | – | 0.15% | 57 |
|
|
2024
Q2 | $449K | Hold |
4,222
| – | – | 0.16% | 58 |
|
|
2024
Q1 | $408K | Sell |
4,222
-16
| -0.4% | -$1.55K | 0.16% | 50 |
|
|
2023
Q4 | $428K | Hold |
4,238
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $432K | Hold |
4,238
| – | – | 0.22% | 47 |
|
|
2023
Q2 | $428K | Sell |
4,238
-12
| -0.3% | -$1.21K | 0.22% | 49 |
|
|
2023
Q1 | $391K | Hold |
4,250
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $386K | Sell |
4,250
-734
| -15% | -$66.6K | 0.23% | 52 |
|
|
2022
Q3 | $379K | Buy |
4,984
+734
| +17% | +$55.8K | 0.27% | 44 |
|
|
2022
Q2 | $359K | Hold |
4,250
| – | – | 0.25% | 43 |
|
|
2022
Q1 | $373K | Hold |
4,250
| – | – | 0.26% | 40 |
|
|
2021
Q4 | $372K | Buy |
+4,250
| New | +$372K | 0.3% | 37 |
|