SIM
Seaview Investment Managers’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100,478
| Closed | -$11.2M | – | 145 |
|
|
2025
Q1 | $11.2M | Buy |
100,478
+3,147
| +3% | +$351K | 2.72% | 14 |
|
|
2024
Q4 | $9.47M | Buy |
97,331
+14,518
| +18% | +$1.41M | 2.62% | 21 |
|
|
2024
Q3 | $9.53M | Sell |
82,813
-5,612
| -6% | -$645K | 2.87% | 16 |
|
|
2024
Q2 | $9.41M | Sell |
88,425
-487
| -0.5% | -$51.8K | 2.83% | 21 |
|
|
2024
Q1 | $8.6M | Buy |
+88,912
| New | +$8.6M | 2.59% | 17 |
|