Kapstone Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
2,695
| – | – | 0.16% | 73 |
|
|
2025
Q1 | $300K | Hold |
2,695
| – | – | 0.17% | 76 |
|
|
2024
Q4 | $277K | Hold |
2,695
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $312K | Hold |
2,695
| – | – | 0.19% | 76 |
|
|
2024
Q2 | $287K | Hold |
2,695
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $261K | Hold |
2,695
| – | – | 0.18% | 88 |
|
|
2023
Q4 | $288K | Hold |
2,695
| – | – | 0.23% | 81 |
|
|
2023
Q3 | $275K | Hold |
2,695
| – | – | 0.25% | 71 |
|
|
2023
Q2 | $278K | Buy |
+2,695
| New | +$278K | 0.23% | 75 |
|
|
2023
Q1 | – | Sell |
-2,595
| Closed | -$223K | – | 101 |
|
|
2022
Q4 | $223K | Buy |
+2,595
| New | +$223K | 0.2% | 90 |
|