Peak Asset 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 | $242K | Hold |
2,000
| – | – | 0.04% | 137 |
|
|
2025
Q1 | $223K | Buy |
+2,000
| New | +$223K | 0.04% | 138 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$230K | – | 151 |
|
|
2024
Q3 | $230K | Hold |
2,000
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $213K | Buy |
+2,000
| New | +$213K | 0.04% | 137 |
|
|
2024
Q1 | – | Sell |
-2,400
| Closed | -$242K | – | 148 |
|
|
2023
Q4 | $242K | Hold |
2,400
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $244K | Hold |
2,400
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $242K | Hold |
2,400
| – | – | 0.06% | 129 |
|
|
2023
Q1 | $221K | Buy |
+2,400
| New | +$221K | 0.05% | 134 |
|