Orion Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5K | Hold |
533
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $59.4K | Hold |
533
| – | – | 0.03% | 226 |
|
|
2024
Q4 | $51.9K | Buy |
+533
| New | +$51.9K | 0.02% | 230 |
|
|
2024
Q3 | – | Sell |
-733
| Closed | -$78K | – | 318 |
|
|
2024
Q2 | $78K | Hold |
733
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $70.9K | Hold |
733
| – | – | 0.04% | 196 |
|
|
2023
Q4 | $74K | Hold |
733
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $74.7K | Buy |
+733
| New | +$74.7K | 0.05% | 183 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$64.4K | – | 319 |
|
|
2023
Q1 | $64.4K | Hold |
700
| – | – | 0.04% | 193 |
|
|
2022
Q4 | $63.5K | Sell |
700
-189
| -21% | -$17.1K | 0.05% | 177 |
|
|
2022
Q3 | $68K | Hold |
889
| – | – | 0.05% | 173 |
|
|
2022
Q2 | $75K | Hold |
889
| – | – | 0.06% | 168 |
|
|
2022
Q1 | $78K | Sell |
889
-11
| -1% | -$965 | 0.05% | 180 |
|
|
2021
Q4 | $79K | Sell |
900
-550
| -38% | -$48.3K | 0.04% | 178 |
|
|
2021
Q3 | $119K | Hold |
1,450
| – | – | 0.07% | 147 |
|
|
2021
Q2 | $132K | Hold |
1,450
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $124K | Hold |
1,450
| – | – | 0.09% | 125 |
|
|
2020
Q4 | $137K | Buy |
+1,450
| New | +$137K | 0.1% | 104 |
|