Insigneo Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
4,380
-98
| -2% | -$11.9K | 0.05% | 330 |
|
|
2025
Q1 | $499K | Sell |
4,478
-144
| -3% | -$16.1K | 0.05% | 306 |
|
|
2024
Q4 | $450K | Buy |
4,622
+67
| +1% | +$6.52K | 0.05% | 319 |
|
|
2024
Q3 | $524K | Buy |
4,555
+75
| +2% | +$8.63K | 0.05% | 305 |
|
|
2024
Q2 | $492K | Sell |
4,480
-312
| -7% | -$34.3K | 0.06% | 298 |
|
|
2024
Q1 | $464K | Buy |
4,792
+226
| +5% | +$21.9K | 0.06% | 280 |
|
|
2023
Q4 | $461K | Buy |
4,566
+631
| +16% | +$63.7K | 0.06% | 256 |
|
|
2023
Q3 | $401K | Buy |
3,935
+615
| +19% | +$62.6K | 0.08% | 229 |
|
|
2023
Q2 | $335K | Buy |
+3,320
| New | +$335K | 0.06% | 263 |
|