IAM Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
15,901
+705
| +5% | +$85.3K | 0.46% | 36 |
|
|
2025
Q1 | $1.69M | Buy |
15,196
+36
| +0.2% | +$4.01K | 0.44% | 39 |
|
|
2024
Q4 | $1.48M | Buy |
15,160
+247
| +2% | +$24K | 0.37% | 51 |
|
|
2024
Q3 | $1.72M | Buy |
14,913
+363
| +2% | +$41.8K | 0.43% | 45 |
|
|
2024
Q2 | $1.55M | Buy |
14,550
+840
| +6% | +$89.4K | 0.42% | 48 |
|
|
2024
Q1 | $1.33M | Buy |
13,710
+452
| +3% | +$43.7K | 0.36% | 49 |
|
|
2023
Q4 | $1.34M | Buy |
13,258
+693
| +6% | +$70K | 0.42% | 40 |
|
|
2023
Q3 | $1.28M | Buy |
+12,565
| New | +$1.28M | 0.45% | 37 |
|