Naviter Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
42,083
+2,090
| +5% | +$253K | 0.63% | 31 |
|
|
2025
Q1 | $4.66M | Sell |
39,993
-532
| -1% | -$62K | 0.56% | 39 |
|
|
2024
Q4 | $3.94M | Sell |
40,525
-9,837
| -20% | -$957K | 0.48% | 49 |
|
|
2024
Q3 | $5.79M | Buy |
50,362
+531
| +1% | +$61.1K | 0.81% | 25 |
|
|
2024
Q2 | $5.31M | Buy |
49,831
+2,473
| +5% | +$263K | 0.79% | 26 |
|
|
2024
Q1 | $4.75M | Buy |
47,358
+6,139
| +15% | +$616K | 0.78% | 27 |
|
|
2023
Q4 | $4.16M | Buy |
41,219
+8,116
| +25% | +$819K | 0.84% | 28 |
|
|
2023
Q3 | $3.37M | Buy |
33,103
+2,469
| +8% | +$251K | 0.81% | 26 |
|
|
2023
Q2 | $3.09M | Buy |
30,634
+4,001
| +15% | +$404K | 0.79% | 25 |
|
|
2023
Q1 | $2.45M | Buy |
26,633
+391
| +1% | +$36K | 0.86% | 20 |
|
|
2022
Q4 | $2.41M | Buy |
26,242
+2,426
| +10% | +$223K | 0.66% | 27 |
|
|
2022
Q3 | $1.81M | Buy |
23,816
+1,900
| +9% | +$144K | 0.74% | 22 |
|
|
2022
Q2 | $1.85M | Buy |
+21,916
| New | +$1.85M | 0.76% | 22 |
|