Procyon Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,374
| Closed | -$2.49M | – | 564 |
|
|
2025
Q1 | $2.49M | Buy |
22,374
+1,721
| +8% | +$192K | 0.15% | 149 |
|
|
2024
Q4 | $2.01M | Sell |
20,653
-220
| -1% | -$21.4K | 0.13% | 162 |
|
|
2024
Q3 | $2.4M | Buy |
20,873
+823
| +4% | +$94.7K | 0.16% | 139 |
|
|
2024
Q2 | $2.13M | Buy |
20,050
+1,677
| +9% | +$179K | 0.16% | 144 |
|
|
2024
Q1 | $1.78M | Buy |
18,373
+1,013
| +6% | +$98K | 0.14% | 162 |
|
|
2023
Q4 | $1.75M | Buy |
17,360
+1,679
| +11% | +$170K | 0.15% | 156 |
|
|
2023
Q3 | $1.6M | Buy |
15,681
+9,308
| +146% | +$948K | 0.16% | 140 |
|
|
2023
Q2 | $643K | Buy |
+6,373
| New | +$643K | 0.08% | 227 |
|
|
2020
Q3 | – | Sell |
-719
| Closed | -$63K | – | 753 |
|
|
2020
Q2 | $63K | Buy |
719
+154
| +27% | +$13.5K | 0.03% | 343 |
|
|
2020
Q1 | $47K | Sell |
565
-386
| -41% | -$32.1K | 0.03% | 346 |
|
|
2019
Q4 | $90K | Buy |
+951
| New | +$90K | 0.06% | 271 |
|