McIntyre, Freedman & Flynn Investment Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.44M | Sell |
28,405
-50
| -0.2% | -$6.05K | 2.43% | 14 |
|
2025
Q1 | $3.17M | Buy |
28,455
+500
| +2% | +$55.7K | 2.33% | 15 |
|
2024
Q4 | $2.72M | Buy |
27,955
+25
| +0.1% | +$2.43K | 2.03% | 17 |
|
2024
Q3 | $3.21M | Sell |
27,930
-200
| -0.7% | -$23K | 2.29% | 14 |
|
2024
Q2 | $2.99M | Hold |
28,130
| – | – | 2.16% | 13 |
|
2024
Q1 | $2.72M | Sell |
28,130
-200
| -0.7% | -$19.3K | 1.98% | 18 |
|
2023
Q4 | $2.86M | Buy |
28,330
+90
| +0.3% | +$9.09K | 2.29% | 12 |
|
2023
Q3 | $2.88M | Buy |
28,240
+100
| +0.4% | +$10.2K | 2.43% | 10 |
|
2023
Q2 | $2.84M | Hold |
28,140
| – | – | 2.43% | 12 |
|
2023
Q1 | $2.59M | Sell |
28,140
-2,010
| -7% | -$185K | 2.2% | 20 |
|
2022
Q4 | $2.74M | Buy |
+30,150
| New | +$2.74M | 2.26% | 21 |
|