Sanders Morris Harris’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$219K | – | 259 |
|
|
2025
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.03% | 244 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$230K | – | 307 |
|
|
2024
Q3 | $230K | Hold |
2,000
| – | – | 0.04% | 243 |
|
|
2024
Q2 | $213K | Buy |
+2,000
| New | +$213K | 0.04% | 245 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$214K | – | 281 |
|
|
2023
Q4 | $214K | Hold |
2,000
| – | – | 0.11% | 155 |
|
|
2023
Q3 | $203K | Buy |
+2,000
| New | +$203K | 0.04% | 231 |
|
|
2016
Q2 | – | Sell |
-13,660
| Closed | -$887K | – | 305 |
|
|
2016
Q1 | $887K | Buy |
+13,660
| New | +$887K | 0.15% | 131 |
|