Narus Financial Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
1,808
-256
-12% -$31K 0.07% 148
2025
Q1
$230K Sell
2,064
-265
-11% -$29.5K 0.08% 134
2024
Q4
$227K Buy
2,329
+33
+1% +$3.21K 0.08% 135
2024
Q3
$264K Buy
+2,296
New +$264K 0.09% 125