Orion Portfolio Solutions’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.87M Buy
2024
Q4
$3.27M Buy
2024
Q3
$3.73M Buy
2024
Q2
$3.34M Buy
2024
Q1
$2.84M Sell
2023
Q4
$3.21M Sell
2023
Q3
$3.25M Sell
2023
Q2
$3.22M Buy
2023
Q1
$2.65M Buy
2020
Q3
Sell
2020
Q2
$36K Sell
2020
Q1
$53K Buy
2019
Q4
$33K Buy