Simplicity Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
8,586
+5,016
| +141% | +$607K | 0.04% | 325 |
|
|
2025
Q1 | $398K | Sell |
3,570
-51
| -1% | -$5.69K | 0.03% | 378 |
|
|
2024
Q4 | $352K | Buy |
3,621
+1,244
| +52% | +$121K | 0.07% | 207 |
|
|
2024
Q3 | $273K | Sell |
2,377
-59,192
| -96% | -$6.81M | 0.03% | 402 |
|
|
2024
Q2 | $6.55M | Buy |
61,569
+6,855
| +13% | +$730K | 0.15% | 146 |
|
|
2024
Q1 | $5.29M | Buy |
+54,714
| New | +$5.29M | 0.13% | 161 |
|