Legacy Capital Group California’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
2,959
+275
| +10% | +$33.3K | 0.1% | 232 |
|
|
2025
Q1 | $299K | Sell |
2,684
-78
| -3% | -$8.7K | 0.1% | 225 |
|
|
2024
Q4 | $269K | Hold |
2,762
| – | – | 0.08% | 260 |
|
|
2024
Q3 | $318K | Buy |
2,762
+30
| +1% | +$3.45K | 0.11% | 220 |
|
|
2024
Q2 | $291K | Buy |
2,732
+175
| +7% | +$18.6K | 0.1% | 228 |
|
|
2024
Q1 | $247K | Buy |
2,557
+26
| +1% | +$2.52K | 0.09% | 257 |
|
|
2023
Q4 | $256K | Buy |
+2,531
| New | +$256K | 0.1% | 245 |
|