Helen Stephens Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $638K | Buy |
|
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|
2025
Q2 | $511K | Hold |
|
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|
2025
Q1 | $471K | Hold |
|
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|
2024
Q4 | $411K | Hold |
|
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|
2024
Q3 | $486K | Hold |
|
|||||
|
2024
Q2 | $449K | Hold |
|
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|
2024
Q1 | $408K | Sell |
|
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|
2023
Q4 | $428K | Hold |
|
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|
2023
Q3 | $432K | Hold |
|
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|
2023
Q2 | $428K | Sell |
|
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|
2023
Q1 | $391K | Hold |
|
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|
2022
Q4 | $386K | Sell |
|
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|
2022
Q3 | $379K | Buy |
|
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|
2022
Q2 | $359K | Hold |
|
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|
2022
Q1 | $373K | Hold |
|
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|
2021
Q4 | $372K | Buy |
|