Lantern Wealth 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 | $351K | Buy |
+2,900
| New | +$351K | 0.21% | 105 |
|
|
2024
Q4 | $701K | Hold |
7,200
| – | – | 0.45% | 57 |
|
|
2024
Q3 | $828K | Hold |
7,200
| – | – | 0.57% | 48 |
|
|
2024
Q2 | $767K | Sell |
7,200
-200
| -3% | -$21.3K | 0.56% | 47 |
|
|
2024
Q1 | $716K | Sell |
7,400
-100
| -1% | -$9.67K | 0.5% | 54 |
|
|
2023
Q4 | $757K | Buy |
+7,500
| New | +$757K | 0.59% | 48 |
|