Prosperity Capital 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 | $427K | Buy |
3,527
+91
| +3% | +$11K | 0.04% | 190 |
|
|
2025
Q1 | $377K | Hold |
3,436
| – | – | 0.03% | 264 |
|
|
2024
Q4 | $334K | Sell |
3,436
-661
| -16% | -$64.3K | 0.03% | 269 |
|
|
2024
Q3 | $471K | Sell |
4,097
-1,410
| -26% | -$162K | 0.04% | 226 |
|
|
2024
Q2 | $586K | Sell |
5,507
-2,689
| -33% | -$286K | 0.06% | 177 |
|
|
2024
Q1 | $793K | Buy |
8,196
+4,660
| +132% | +$451K | 0.09% | 165 |
|
|
2023
Q4 | $357K | Buy |
3,536
+51
| +1% | +$5.15K | 0.04% | 178 |
|
|
2023
Q3 | $355K | Buy |
3,485
+17
| +0.5% | +$1.73K | 0.05% | 168 |
|
|
2023
Q2 | $350K | Buy |
3,468
+192
| +6% | +$19.4K | 0.05% | 173 |
|
|
2023
Q1 | $301K | Hold |
3,276
| – | – | 0.05% | 161 |
|
|
2022
Q4 | $297K | Buy |
+3,276
| New | +$297K | 0.09% | 144 |
|