Perennial Investment 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 | $371K | Buy |
3,067
+38
| +1% | +$4.6K | 0.04% | 301 |
|
|
2025
Q1 | $338K | Buy |
+3,029
| New | +$338K | 0.04% | 297 |
|
|
2024
Q4 | – | Sell |
-1,894
| Closed | -$218K | – | 411 |
|
|
2024
Q3 | $218K | Buy |
+1,894
| New | +$218K | 0.03% | 348 |
|
|
2024
Q1 | – | Sell |
-2,006
| Closed | -$203K | – | 357 |
|
|
2023
Q4 | $203K | Sell |
2,006
-5
| -0.2% | -$505 | 0.03% | 304 |
|
|
2023
Q3 | $205K | Buy |
2,011
+15
| +0.8% | +$1.53K | 0.04% | 298 |
|
|
2023
Q2 | $201K | Buy |
+1,996
| New | +$201K | 0.04% | 304 |
|