Intergy Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
3,172
+415
| +15% | +$50.2K | 0.13% | 72 |
|
|
2025
Q1 | $307K | Buy |
2,757
+104
| +4% | +$11.6K | 0.12% | 73 |
|
|
2024
Q4 | $258K | Buy |
2,653
+154
| +6% | +$15K | 0.1% | 77 |
|
|
2024
Q3 | $287K | Buy |
2,499
+276
| +12% | +$31.7K | 0.11% | 71 |
|
|
2024
Q2 | $237K | Buy |
+2,223
| New | +$237K | 0.1% | 73 |
|
|
2024
Q1 | – | Sell |
-2,018
| Closed | -$204K | – | 79 |
|
|
2023
Q4 | $204K | Buy |
+2,018
| New | +$204K | 0.09% | 73 |
|