Mystic Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Hold
9,619
0.28% 88
2025
Q1
$1.07M Sell
9,619
-200
-2% -$22.3K 0.28% 87
2024
Q4
$955K Hold
9,819
0.26% 91
2024
Q3
$1.13M Sell
9,819
-255
-3% -$29.3K 0.43% 66
2024
Q2
$1.07M Sell
10,074
-10
-0.1% -$1.07K 0.43% 68
2024
Q1
$975K Buy
10,084
+600
+6% +$58K 0.4% 75
2023
Q4
$958K Hold
9,484
0.46% 70
2023
Q3
$966K Hold
9,484
0.54% 62
2023
Q2
$957K Sell
9,484
-10
-0.1% -$1.01K 0.51% 69
2023
Q1
$873K Sell
9,494
-10
-0.1% -$920 0.48% 75
2022
Q4
$862K Hold
9,504
0.49% 71
2022
Q3
$722K Hold
9,504
0.46% 74
2022
Q2
$803K Buy
9,504
+700
+8% +$59.1K 0.49% 72
2022
Q1
$772K Sell
8,804
-700
-7% -$61.4K 0.42% 76
2021
Q4
$831K Buy
+9,504
New +$831K 0.39% 75