Romano Brothers & Co’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Buy
7,043
+6
+0.1% +$726 0.11% 177
2025
Q1
$784K Sell
7,037
-275
-4% -$30.7K 0.1% 180
2024
Q4
$712K Hold
7,312
0.09% 184
2024
Q3
$841K Sell
7,312
-50
-0.7% -$5.75K 0.1% 175
2024
Q2
$784K Buy
7,362
+6
+0.1% +$639 0.11% 170
2024
Q1
$712K Hold
7,356
0.1% 179
2023
Q4
$743K Sell
7,356
-225
-3% -$22.7K 0.11% 166
2023
Q3
$772K Sell
7,581
-50
-0.7% -$5.09K 0.12% 160
2023
Q2
$770K Buy
7,631
+1
+0% +$101 0.11% 164
2023
Q1
$702K Sell
7,630
-170
-2% -$15.6K 0.11% 173
2022
Q4
$708K Hold
7,800
0.11% 168
2022
Q3
$593K Buy
+7,800
New +$593K 0.1% 178