IEQ Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
19,392
+5,493
| +40% | +$665K | 0.01% | 603 |
|
|
2025
Q1 | $1.55M | Buy |
13,899
+2,026
| +17% | +$226K | 0.01% | 644 |
|
|
2024
Q4 | $1.16M | Sell |
11,873
-1,375
| -10% | -$134K | 0.01% | 626 |
|
|
2024
Q3 | $1.52M | Buy |
13,248
+794
| +6% | +$91.3K | 0.02% | 434 |
|
|
2024
Q2 | $1.33M | Buy |
12,454
+2,961
| +31% | +$315K | 0.02% | 422 |
|
|
2024
Q1 | $918K | Buy |
9,493
+35
| +0.4% | +$3.39K | 0.01% | 481 |
|
|
2023
Q4 | $955K | Buy |
9,458
+3,997
| +73% | +$404K | 0.02% | 430 |
|
|
2023
Q3 | $556K | Buy |
5,461
+864
| +19% | +$88K | 0.01% | 536 |
|
|
2023
Q2 | $464K | Buy |
4,597
+1,607
| +54% | +$162K | 0.01% | 559 |
|
|
2023
Q1 | $275K | Buy |
+2,990
| New | +$275K | 0.01% | 745 |
|
|
2022
Q3 | – | Sell |
-3,419
| Closed | -$289K | – | 861 |
|
|
2022
Q2 | $289K | Buy |
3,419
+1,123
| +49% | +$94.9K | 0.01% | 616 |
|
|
2022
Q1 | $201K | Buy |
+2,296
| New | +$201K | ﹤0.01% | 766 |
|