Roman Butler Fullerton & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,248
| Closed | -$232K | – | 242 |
|
|
2024
Q4 | $232K | Buy |
+2,248
| New | +$232K | 0.07% | 211 |
|
|
2021
Q2 | – | Sell |
-2,406
| Closed | -$210K | – | 198 |
|
|
2021
Q1 | $210K | Buy |
+2,406
| New | +$210K | 0.11% | 192 |
|
|
2019
Q1 | – | Sell |
-10,849
| Closed | -$856K | – | 179 |
|
|
2018
Q4 | $856K | Buy |
+10,849
| New | +$856K | 0.73% | 44 |
|