Oxbow Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
28,619
+963
+3% +$117K 0.38% 69
2025
Q1
$3.08M Buy
27,656
+774
+3% +$86.3K 0.33% 68
2024
Q4
$2.62M Buy
26,882
+1,480
+6% +$144K 0.31% 77
2024
Q3
$2.92M Sell
25,402
-145
-0.6% -$16.7K 0.29% 66
2024
Q2
$2.72M Buy
+25,547
New +$2.72M 0.32% 61
2022
Q1
Sell
-101,241
Closed -$8.86M 280
2021
Q4
$8.86M Sell
101,241
-1,479
-1% -$129K 0.85% 46
2021
Q3
$8.4M Buy
102,720
+4,011
+4% +$328K 0.85% 44
2021
Q2
$9.01M Buy
98,709
+3,570
+4% +$326K 0.94% 37
2021
Q1
$8.13M Sell
95,139
-1,819
-2% -$155K 0.99% 36
2020
Q4
$9.16M Sell
96,958
-1,285
-1% -$121K 1.17% 30
2020
Q3
$8.54M Sell
98,243
-897
-0.9% -$78K 1.08% 29
2020
Q2
$8.66M Buy
+99,140
New +$8.66M 1.26% 24