Houlihan Financial Resource 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 | – | Sell |
-1,850
| Closed | -$206K | – | 108 |
|
|
2025
Q1 | $206K | Buy |
+1,850
| New | +$206K | 0.09% | 100 |
|
|
2024
Q4 | – | Sell |
-2,200
| Closed | -$253K | – | 104 |
|
|
2024
Q3 | $253K | Hold |
2,200
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $234K | Hold |
2,200
| – | – | 0.16% | 57 |
|
|
2024
Q1 | $213K | Hold |
2,200
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $222K | Hold |
2,200
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $214K | Sell |
2,200
-76,250
| -97% | -$7.42M | 0.11% | 92 |
|
|
2023
Q2 | $7.85M | Buy |
78,450
+76,250
| +3,466% | +$7.63M | 0.24% | 41 |
|
|
2023
Q1 | $202K | Buy |
+2,200
| New | +$202K | 0.11% | 88 |
|
|
2020
Q3 | $299K | Buy |
+3,475
| New | +$299K | 0.17% | 80 |
|
|
2020
Q1 | $287K | Sell |
3,475
-50
| -1% | -$4.13K | 0.25% | 68 |
|
|
2019
Q4 | $334K | Buy |
+3,525
| New | +$334K | 0.22% | 76 |
|