SMA
Sage Mountain Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
3,011
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $336K | Buy |
3,011
+196
| +7% | +$21.9K | 0.02% | 277 |
|
|
2024
Q4 | $274K | Sell |
2,815
-783
| -22% | -$76.2K | 0.02% | 315 |
|
|
2024
Q3 | $414K | Buy |
3,598
+171
| +5% | +$19.7K | 0.04% | 235 |
|
|
2024
Q2 | $365K | Buy |
3,427
+43
| +1% | +$4.58K | 0.03% | 218 |
|
|
2024
Q1 | $327K | Buy |
3,384
+1,179
| +53% | +$114K | 0.03% | 223 |
|
|
2023
Q4 | $223K | Buy |
2,205
+1
| +0% | +$101 | 0.03% | 247 |
|
|
2023
Q3 | $224K | Hold |
2,204
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $222K | Sell |
2,204
-31
| -1% | -$3.13K | 0.03% | 233 |
|
|
2023
Q1 | $206K | Buy |
+2,235
| New | +$206K | 0.03% | 230 |
|