PFG Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
3,050
+112
+4% +$13.6K 0.02% 637
2025
Q1
$328K Sell
2,938
-116
-4% -$12.9K 0.02% 659
2024
Q4
$297K Sell
3,054
-44
-1% -$4.28K 0.02% 716
2024
Q3
$356K Sell
3,098
-78
-2% -$8.97K 0.02% 628
2024
Q2
$338K Sell
3,176
-2,635
-45% -$281K 0.02% 604
2024
Q1
$562K Buy
+5,811
New +$562K 0.03% 485
2023
Q3
Sell
-2,789
Closed -$281K 537
2023
Q2
$281K Buy
+2,789
New +$281K 0.05% 379