OneAscent Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
2,156
-122
| -5% | -$14.9K | 0.02% | 443 |
|
|
2025
Q1 | $251K | Buy |
2,278
+97
| +4% | +$10.7K | 0.02% | 429 |
|
|
2024
Q4 | $212K | Sell |
2,181
-26
| -1% | -$2.53K | 0.02% | 442 |
|
|
2024
Q3 | $254K | Sell |
2,207
-35
| -2% | -$4.03K | 0.18% | 146 |
|
|
2024
Q2 | $239K | Sell |
2,242
-64
| -3% | -$6.82K | 0.03% | 215 |
|
|
2024
Q1 | $223K | Buy |
2,306
+43
| +2% | +$4.16K | 0.02% | 346 |
|
|
2023
Q4 | $229K | Buy |
+2,263
| New | +$229K | 0.03% | 320 |
|