Kathmere Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
17,363
-1,379
| -7% | -$167K | 0.16% | 99 |
|
|
2025
Q1 | $2.09M | Buy |
18,742
+5,788
| +45% | +$645K | 0.18% | 86 |
|
|
2024
Q4 | $1.26M | Sell |
12,954
-4,816
| -27% | -$469K | 0.11% | 116 |
|
|
2024
Q3 | $2.04M | Buy |
17,770
+4,056
| +30% | +$467K | 0.19% | 81 |
|
|
2024
Q2 | $1.46M | Buy |
13,714
+1,235
| +10% | +$131K | 0.15% | 83 |
|
|
2024
Q1 | $1.21M | Buy |
12,479
+1,311
| +12% | +$127K | 0.14% | 86 |
|
|
2023
Q4 | $1.13M | Sell |
11,168
-83
| -0.7% | -$8.38K | 0.15% | 80 |
|
|
2023
Q3 | $1.15M | Buy |
11,251
+986
| +10% | +$100K | 0.17% | 75 |
|
|
2023
Q2 | $1.04M | Buy |
10,265
+755
| +8% | +$76.2K | 0.16% | 70 |
|
|
2023
Q1 | $875K | Buy |
9,510
+259
| +3% | +$23.8K | 0.14% | 80 |
|
|
2022
Q4 | $839K | Buy |
+9,251
| New | +$839K | 0.15% | 78 |
|
|
2022
Q3 | – | Sell |
-4,182
| Closed | -$354K | – | 188 |
|
|
2022
Q2 | $354K | Buy |
4,182
+938
| +29% | +$79.4K | 0.07% | 103 |
|
|
2022
Q1 | $285K | Buy |
+3,244
| New | +$285K | 0.05% | 136 |
|