Pathstone Holdings’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
103,024
-26,459
| -20% | -$3.2M | 0.05% | 261 |
|
|
2025
Q1 | $14.6M | Buy |
129,483
+27,105
| +26% | +$3.05M | 0.06% | 236 |
|
|
2024
Q4 | $9.96M | Sell |
102,378
-772
| -0.7% | -$75.1K | 0.04% | 314 |
|
|
2024
Q3 | $11.9M | Sell |
103,150
-32,123
| -24% | -$3.69M | 0.05% | 268 |
|
|
2024
Q2 | $14.4M | Sell |
135,273
-5,839
| -4% | -$622K | 0.07% | 212 |
|
|
2024
Q1 | $13.7M | Buy |
141,112
+43,549
| +45% | +$4.23M | 0.06% | 222 |
|
|
2023
Q4 | $9.85M | Buy |
+97,563
| New | +$9.85M | 0.05% | 259 |
|