Sage Rhino Capital’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Buy
8,120
+99
+1% +$12K 0.21% 89
2025
Q1
$894K Buy
8,021
+174
+2% +$19.4K 0.21% 93
2024
Q4
$764K Sell
7,847
-319
-4% -$31K 0.17% 103
2024
Q3
$939K Buy
8,166
+319
+4% +$36.7K 0.21% 93
2024
Q2
$835K Buy
7,847
+41
+0.5% +$4.37K 0.2% 99
2024
Q1
$755K Buy
7,806
+162
+2% +$15.7K 0.18% 104
2023
Q4
$772K Buy
7,644
+70
+0.9% +$7.07K 0.2% 97
2023
Q3
$771K Buy
7,574
+384
+5% +$39.1K 0.22% 92
2023
Q2
$726K Buy
7,190
+267
+4% +$26.9K 0.2% 98
2023
Q1
$637K Buy
6,923
+120
+2% +$11K 0.19% 101
2022
Q4
$617K Buy
6,803
+399
+6% +$36.2K 0.2% 98
2022
Q3
$487K Sell
6,404
-1,125
-15% -$85.6K 0.2% 90
2022
Q2
$636K Buy
7,529
+765
+11% +$64.6K 0.24% 78
2022
Q1
$594K Buy
6,764
+750
+12% +$65.9K 0.18% 107
2021
Q4
$526K Buy
6,014
+172
+3% +$15K 0.15% 120
2021
Q3
$478K Buy
5,842
+48
+0.8% +$3.93K 0.15% 111
2021
Q2
$529K Buy
5,794
+564
+11% +$51.5K 0.16% 105
2021
Q1
$447K Buy
5,230
+171
+3% +$14.6K 0.15% 101
2020
Q4
$478K Buy
5,059
+4
+0.1% +$378 0.19% 92
2020
Q3
$440K Sell
5,055
-109
-2% -$9.49K 0.21% 90
2020
Q2
$451K Buy
5,164
+415
+9% +$36.2K 0.24% 83
2020
Q1
$392K Buy
4,749
+26
+0.6% +$2.15K 0.28% 76
2019
Q4
$443K Buy
4,723
+42
+0.9% +$3.94K 0.25% 84
2019
Q3
$407K Sell
4,681
-78
-2% -$6.78K 0.26% 83
2019
Q2
$435K Sell
4,759
-348
-7% -$31.8K 0.28% 74
2019
Q1
$440K Buy
+5,107
New +$440K 0.29% 74