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
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