Southeast Asset Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
5,720
+3,100
| +118% | +$375K | 0.08% | 110 |
|
|
2025
Q1 | $292K | Hold |
2,620
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $255K | Hold |
2,620
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $301K | Hold |
2,620
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $279K | Sell |
2,620
-64
| -2% | -$6.81K | 0.03% | 144 |
|
|
2024
Q1 | $260K | Hold |
2,684
| – | – | 0.03% | 148 |
|
|
2023
Q4 | $271K | Hold |
2,684
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $273K | Buy |
+2,684
| New | +$273K | 0.04% | 136 |
|