Portside Wealth Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
5,185
+563
| +12% | +$68.1K | 0.09% | 211 |
|
|
2025
Q1 | $515K | Sell |
4,622
-495
| -10% | -$55.2K | 0.08% | 221 |
|
|
2024
Q4 | $498K | Buy |
5,117
+742
| +17% | +$72.2K | 0.08% | 226 |
|
|
2024
Q3 | $503K | Buy |
4,375
+1,375
| +46% | +$158K | 0.09% | 225 |
|
|
2024
Q2 | $319K | Buy |
3,000
+99
| +3% | +$10.5K | 0.06% | 266 |
|
|
2024
Q1 | $281K | Buy |
2,901
+166
| +6% | +$16.1K | 0.05% | 286 |
|
|
2023
Q4 | $276K | Buy |
2,735
+330
| +14% | +$33.3K | 0.05% | 279 |
|
|
2023
Q3 | $244K | Buy |
+2,405
| New | +$244K | 0.05% | 284 |
|