Latitude 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 | $423K | Buy |
3,498
+19
| +0.5% | +$2.3K | 0.21% | 107 |
|
|
2025
Q1 | $388K | Hold |
3,479
| – | – | 0.23% | 106 |
|
|
2024
Q4 | $339K | Sell |
3,479
-22
| -0.6% | -$2.14K | 0.19% | 119 |
|
|
2024
Q3 | $403K | Hold |
3,501
| – | – | 0.23% | 106 |
|
|
2024
Q2 | $373K | Buy |
3,501
+2
| +0.1% | +$213 | 0.23% | 101 |
|
|
2024
Q1 | $338K | Buy |
3,499
+547
| +19% | +$52.9K | 0.21% | 108 |
|
|
2023
Q4 | $298K | Hold |
2,952
| – | – | 0.21% | 119 |
|
|
2023
Q3 | $301K | Hold |
2,952
| – | – | 0.22% | 112 |
|
|
2023
Q2 | $298K | Hold |
2,952
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $272K | Buy |
2,952
+3
| +0.1% | +$276 | 0.2% | 124 |
|
|
2022
Q4 | $268K | Sell |
2,949
-256
| -8% | -$23.2K | 0.2% | 122 |
|
|
2022
Q3 | $244K | Sell |
3,205
-2
| -0.1% | -$152 | 0.2% | 115 |
|
|
2022
Q2 | $271K | Sell |
3,207
-6,418
| -67% | -$542K | 0.25% | 105 |
|
|
2022
Q1 | $845K | Buy |
9,625
+2,776
| +41% | +$244K | 0.19% | 112 |
|
|
2021
Q4 | $599K | Sell |
6,849
-484
| -7% | -$42.3K | 0.17% | 132 |
|
|
2021
Q3 | $600K | Buy |
7,333
+3,715
| +103% | +$304K | 0.19% | 110 |
|
|
2021
Q2 | $330K | Buy |
3,618
+41
| +1% | +$3.74K | 0.24% | 98 |
|
|
2021
Q1 | $306K | Sell |
3,577
-6,237
| -64% | -$534K | 0.25% | 101 |
|
|
2020
Q4 | $927K | Buy |
+9,814
| New | +$927K | 0.82% | 29 |
|