Resonant 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 | $473K | Buy |
3,911
+322
| +9% | +$39K | 0.03% | 246 |
|
|
2025
Q1 | $414K | Buy |
3,589
+913
| +34% | +$105K | 0.03% | 237 |
|
|
2024
Q4 | $260K | Buy |
2,676
+162
| +6% | +$15.8K | 0.02% | 295 |
|
|
2024
Q3 | $289K | Buy |
2,514
+9
| +0.4% | +$1.04K | 0.02% | 286 |
|
|
2024
Q2 | $267K | Sell |
2,505
-29
| -1% | -$3.09K | 0.02% | 292 |
|
|
2024
Q1 | $255K | Buy |
+2,534
| New | +$255K | 0.02% | 294 |
|
|
2020
Q3 | – | Sell |
-2,783
| Closed | -$243K | – | 173 |
|
|
2020
Q2 | $243K | Hold |
2,783
| – | – | 0.07% | 160 |
|
|
2020
Q1 | $229K | Sell |
2,783
-34
| -1% | -$2.8K | 0.08% | 174 |
|
|
2019
Q4 | $267K | Buy |
+2,817
| New | +$267K | 0.08% | 178 |
|