Optimist Retirement 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 | $2.33M | Buy |
19,272
+69
| +0.4% | +$8.35K | 1.12% | 25 |
|
|
2025
Q1 | $2.14M | Buy |
19,203
+137
| +0.7% | +$15.3K | 1.07% | 32 |
|
|
2024
Q4 | $1.86M | Sell |
19,066
-247
| -1% | -$24K | 0.88% | 35 |
|
|
2024
Q3 | $2.22M | Buy |
19,313
+166
| +0.9% | +$19.1K | 1% | 32 |
|
|
2024
Q2 | $2.04M | Buy |
+19,147
| New | +$2.04M | 1.07% | 27 |
|