Monte 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 | $6.35M | Sell |
52,462
-492
| -0.9% | -$59.5K | 2.47% | 10 |
|
|
2025
Q1 | $5.87M | Sell |
52,954
-769
| -1% | -$85.3K | 2.57% | 9 |
|
|
2024
Q4 | $5.23M | Buy |
53,723
+15,610
| +41% | +$1.52M | 2.24% | 21 |
|
|
2024
Q3 | $4.38M | Buy |
38,113
+114
| +0.3% | +$13.1K | 1.82% | 29 |
|
|
2024
Q2 | $4.05M | Buy |
+37,999
| New | +$4.05M | 1.79% | 28 |
|