Intrua Financial’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,876
Closed -$209K 384
2025
Q1
$209K Sell
1,876
-388
-17% -$43.3K 0.03% 351
2024
Q4
$220K Sell
2,264
-29
-1% -$2.82K 0.03% 329
2024
Q3
$264K Sell
2,293
-112
-5% -$12.9K 0.04% 318
2024
Q2
$256K Sell
2,405
-5
-0.2% -$532 0.04% 331
2024
Q1
$233K Sell
2,410
-7
-0.3% -$677 0.03% 369
2023
Q4
$244K Sell
2,417
-100
-4% -$10.1K 0.04% 355
2023
Q3
$256K Hold
2,517
0.04% 294
2023
Q2
$254K Sell
2,517
-24
-0.9% -$2.42K 0.04% 300
2023
Q1
$262K Buy
2,541
+84
+3% +$8.66K 0.05% 276
2022
Q4
$227K Sell
2,457
-1,111
-31% -$102K 0.05% 297
2022
Q3
$271K Sell
3,568
-564
-14% -$42.8K 0.07% 244
2022
Q2
$349K Buy
4,132
+256
+7% +$21.6K 0.07% 263
2022
Q1
$340K Sell
3,876
-769
-17% -$67.5K 0.06% 281
2021
Q4
$406K Buy
4,645
+91
+2% +$7.95K 0.07% 248
2021
Q3
$377K Buy
4,554
+1,095
+32% +$90.6K 0.07% 258
2021
Q2
$320K Buy
3,459
+9
+0.3% +$833 0.08% 215
2021
Q1
$299K Buy
+3,450
New +$299K 0.08% 222