HF Advisory 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 | $1.24M | Sell |
10,254
-701
| -6% | -$84.8K | 0.49% | 76 |
|
|
2025
Q1 | $1.22M | Buy |
10,955
+1,910
| +21% | +$213K | 0.53% | 74 |
|
|
2024
Q4 | $880K | Buy |
9,045
+636
| +8% | +$61.9K | 0.4% | 90 |
|
|
2024
Q3 | $967K | Buy |
8,409
+751
| +10% | +$86.4K | 0.45% | 85 |
|
|
2024
Q2 | $815K | Buy |
7,658
+1,861
| +32% | +$198K | 0.42% | 87 |
|
|
2024
Q1 | $561K | Buy |
5,797
+1,087
| +23% | +$105K | 0.31% | 105 |
|
|
2023
Q4 | $475K | Buy |
4,710
+1,368
| +41% | +$138K | 0.3% | 105 |
|
|
2023
Q3 | $353K | Buy |
+3,342
| New | +$353K | 0.26% | 116 |
|