Heritage Family Offices’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
5,870
+4
| +0.1% | +$450 | 0.33% | 73 |
|
|
2025
Q1 | $654K | Sell |
5,866
-241
| -4% | -$26.9K | 0.33% | 73 |
|
|
2024
Q4 | $594K | Buy |
6,107
+112
| +2% | +$10.9K | 0.3% | 74 |
|
|
2024
Q3 | $690K | Buy |
5,995
+65
| +1% | +$7.48K | 0.36% | 64 |
|
|
2024
Q2 | $631K | Buy |
+5,930
| New | +$631K | 0.35% | 67 |
|