Houlihan Financial Resource 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
Q4
$248K Buy
2025
Q2
Sell
2025
Q1
$206K Buy
2024
Q4
Sell
2024
Q3
$253K Hold
2024
Q2
$234K Hold
2024
Q1
$213K Hold
2023
Q4
$222K Hold
2023
Q3
$214K Sell
2023
Q2
$7.85M Buy
2023
Q1
$202K Buy
2020
Q3
$299K Buy
2020
Q1
$287K Sell
2019
Q4
$334K Buy