Mosaic 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 | $1.81M | Hold |
14,986
| – | – | 1.39% | 15 |
|
|
2025
Q1 | $1.67M | Sell |
14,986
-93
| -0.6% | -$10.4K | 1.36% | 15 |
|
|
2024
Q4 | $1.47M | Buy |
15,079
+588
| +4% | +$57.2K | 1.05% | 24 |
|
|
2024
Q3 | $1.67M | Hold |
14,491
| – | – | 1.18% | 19 |
|
|
2024
Q2 | $1.54M | Sell |
14,491
-461
| -3% | -$49.1K | 1.11% | 22 |
|
|
2024
Q1 | $1.45M | Buy |
+14,952
| New | +$1.45M | 1.16% | 21 |
|