Merit Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.69M | Buy |
30,520
+10,542
| +53% | +$1.28M | 0.04% | 348 |
|
2025
Q1 | $2.23M | Buy |
19,978
+9,187
| +85% | +$1.02M | 0.03% | 390 |
|
2024
Q4 | $1.05M | Buy |
10,791
+1,010
| +10% | +$98.3K | 0.02% | 493 |
|
2024
Q3 | $1.13M | Sell |
9,781
-827
| -8% | -$95.1K | 0.03% | 394 |
|
2024
Q2 | $1.13M | Buy |
10,608
+93
| +0.9% | +$9.9K | 0.02% | 377 |
|
2024
Q1 | $1.02M | Buy |
10,515
+8,509
| +424% | +$828K | 0.02% | 399 |
|
2023
Q4 | $203K | Buy |
+2,006
| New | +$203K | 0.01% | 726 |
|