Horizon 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 | $285K | Buy |
2,354
+66
| +3% | +$7.99K | 0.05% | 82 |
|
|
2025
Q1 | $255K | Sell |
2,288
-33
| -1% | -$3.68K | 0.04% | 84 |
|
|
2024
Q4 | $226K | Buy |
2,321
+33
| +1% | +$3.21K | 0.04% | 83 |
|
|
2024
Q3 | $263K | Hold |
2,288
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $244K | Buy |
2,288
+72
| +3% | +$7.66K | 0.06% | 60 |
|
|
2024
Q1 | $214K | Sell |
2,216
-79
| -3% | -$7.64K | 0.06% | 74 |
|
|
2023
Q4 | $232K | Buy |
2,295
+79
| +4% | +$7.98K | 0.06% | 70 |
|
|
2023
Q3 | $226K | Hold |
2,216
| – | – | 0.09% | 66 |
|
|
2023
Q2 | $224K | Buy |
2,216
+14
| +0.6% | +$1.41K | 0.09% | 70 |
|
|
2023
Q1 | $203K | Buy |
+2,202
| New | +$203K | 0.15% | 72 |
|