MONECO Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
2,635
+32
| +1% | +$3.87K | 0.03% | 369 |
|
|
2025
Q1 | $290K | Buy |
+2,603
| New | +$290K | 0.03% | 365 |
|
|
2024
Q4 | – | Sell |
-1,847
| Closed | -$212K | – | 481 |
|
|
2024
Q3 | $212K | Sell |
1,847
-190
| -9% | -$21.9K | 0.03% | 413 |
|
|
2024
Q2 | $217K | Buy |
+2,037
| New | +$217K | 0.03% | 393 |
|
|
2024
Q1 | – | Sell |
-2,095
| Closed | -$211K | – | 415 |
|
|
2023
Q4 | $211K | Sell |
2,095
-44
| -2% | -$4.44K | 0.04% | 359 |
|
|
2023
Q3 | $218K | Buy |
2,139
+2
| +0.1% | +$204 | 0.06% | 305 |
|
|
2023
Q2 | $216K | Buy |
+2,137
| New | +$216K | 0.06% | 308 |
|