Principal Securities’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
36,684
+7,814
| +27% | +$946K | 0.08% | 239 |
|
|
2025
Q1 | $2.81M | Buy |
28,870
+113
| +0.4% | +$11K | 0.06% | 279 |
|
|
2024
Q4 | $2.8M | Buy |
28,757
+2,613
| +10% | +$254K | 0.06% | 279 |
|
|
2024
Q3 | $3.01M | Buy |
26,144
+4,153
| +19% | +$478K | 0.07% | 251 |
|
|
2024
Q2 | $2.34M | Buy |
21,991
+5,630
| +34% | +$599K | 0.06% | 272 |
|
|
2024
Q1 | $1.58M | Sell |
16,361
-3,788
| -19% | -$366K | 0.05% | 331 |
|
|
2023
Q4 | $2.03M | Buy |
+20,149
| New | +$2.03M | 0.08% | 246 |
|