Orion Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.4K Hold
2025
Q2
$64.5K Hold
2025
Q1
$59.4K Hold
2024
Q4
$51.9K Buy
2024
Q3
Sell
2024
Q2
$78K Hold
2024
Q1
$70.9K Hold
2023
Q4
$74K Hold
2023
Q3
$74.7K Buy
2023
Q2
Sell
2023
Q1
$64.4K Hold
2022
Q4
$63.5K Sell
2022
Q3
$68K Hold
2022
Q2
$75K Hold
2022
Q1
$78K Sell
2021
Q4
$79K Sell
2021
Q3
$119K Hold
2021
Q2
$132K Hold
2021
Q1
$124K Hold
2020
Q4
$137K Buy