LCM 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
$399K Sell
3,301
-17
-0.5% -$2.06K 0.21% 62
2025
Q1
$370K Buy
3,318
+58
+2% +$6.47K 0.22% 61
2024
Q4
$317K Buy
3,260
+5
+0.2% +$487 0.18% 70
2024
Q3
$374K Buy
3,255
+53
+2% +$6.1K 0.22% 60
2024
Q2
$341K Buy
3,202
+86
+3% +$9.16K 0.21% 59
2024
Q1
$301K Buy
3,116
+16
+0.5% +$1.55K 0.19% 67
2023
Q4
$313K Buy
3,100
+18
+0.6% +$1.82K 0.23% 62
2023
Q3
$314K Buy
3,082
+128
+4% +$13K 0.26% 59
2023
Q2
$298K Buy
2,954
+68
+2% +$6.86K 0.24% 62
2023
Q1
$266K Buy
2,886
+173
+6% +$15.9K 0.23% 66
2022
Q4
$246K Buy
2,713
+11
+0.4% +$998 0.24% 65
2022
Q3
$205K Sell
2,702
-10
-0.4% -$759 0.22% 74
2022
Q2
$229K Sell
2,712
-20
-0.7% -$1.69K 0.23% 69
2022
Q1
$240K Buy
2,732
+49
+2% +$4.31K 0.19% 79
2021
Q4
$235K Buy
2,683
+118
+5% +$10.3K 0.18% 79
2021
Q3
$210K Buy
2,565
+5
+0.2% +$409 0.18% 82
2021
Q2
$234K Buy
2,560
+34
+1% +$3.11K 0.19% 74
2021
Q1
$216K Sell
2,526
-96
-4% -$8.21K 0.19% 78
2020
Q4
$245K Buy
+2,622
New +$245K 0.23% 63