IHAM
Integral Health Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
200,000
-50,000
| -20% | -$6.05M | 2.22% | 11 |
|
|
2025
Q1 | $27.9M | Buy |
+250,000
| New | +$27.9M | 2.97% | 7 |
|
|
2024
Q4 | – | Sell |
-200,000
| Closed | -$23M | – | 91 |
|
|
2024
Q3 | $23M | Sell |
200,000
-100,000
| -33% | -$11.5M | 2.59% | 10 |
|
|
2024
Q2 | $31.9M | Buy |
300,000
+75,000
| +33% | +$7.98M | 3.03% | 7 |
|
|
2024
Q1 | $21.8M | Hold |
225,000
| – | – | 2.02% | 12 |
|
|
2023
Q4 | $22.7M | Buy |
225,000
+25,000
| +13% | +$2.52M | 3.09% | 4 |
|
|
2023
Q3 | $20.4M | Buy |
200,000
+97,000
| +94% | +$9.88M | 2.82% | 10 |
|
|
2023
Q2 | $10.4M | Buy |
+103,000
| New | +$10.4M | 1.29% | 30 |
|
|
2020
Q2 | – | Sell |
-70,000
| Closed | -$5.77M | – | 73 |
|
|
2020
Q1 | $5.77M | Buy |
+70,000
| New | +$5.77M | 2.54% | 15 |
|