Principal Street Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
12,228
+6,148
| +101% | +$744K | 0.15% | 90 |
|
|
2025
Q1 | $678K | Sell |
6,080
-1
| -0% | -$111 | 0.13% | 103 |
|
|
2024
Q4 | $592K | Buy |
6,081
+1
| +0% | +$97 | 0.12% | 113 |
|
|
2024
Q3 | $647K | Hold |
6,080
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $647K | Hold |
6,080
| – | – | 0.12% | 109 |
|
|
2024
Q1 | $621K | Buy |
6,080
+4,091
| +206% | +$418K | 0.12% | 117 |
|
|
2023
Q4 | $201K | Buy |
+1,989
| New | +$201K | 0.05% | 205 |
|
|
2023
Q1 | – | Sell |
-4,065
| Closed | -$369K | – | 236 |
|
|
2022
Q4 | $369K | Sell |
4,065
-354
| -8% | -$32.1K | 0.09% | 148 |
|
|
2022
Q3 | $336K | Buy |
4,419
+1,106
| +33% | +$84.1K | 0.09% | 149 |
|
|
2022
Q2 | $280K | Buy |
+3,313
| New | +$280K | 0.07% | 170 |
|