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 |
|