LRI Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
2,778
+44
| +2% | +$5.32K | 0.03% | 218 |
|
|
2025
Q1 | $305K | Hold |
2,734
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $266K | Sell |
2,734
-2,000
| -42% | -$195K | 0.03% | 219 |
|
|
2024
Q3 | $490K | Buy |
4,734
+2,566
| +118% | +$265K | 0.05% | 152 |
|
|
2024
Q2 | $231K | Buy |
2,168
+2,000
| +1,190% | +$213K | 0.03% | 224 |
|
|
2024
Q1 | $16.3K | Buy |
+168
| New | +$16.3K | ﹤0.01% | 409 |
|