Southland Equity Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
3,380
-54
| -2% | -$6.54K | 0.09% | 145 |
|
|
2025
Q1 | $383K | Buy |
3,434
+54
| +2% | +$6.02K | 0.09% | 149 |
|
|
2024
Q4 | $329K | Buy |
3,380
+381
| +13% | +$37.1K | 0.08% | 163 |
|
|
2024
Q3 | $345K | Buy |
2,999
+218
| +8% | +$25.1K | 0.08% | 157 |
|
|
2024
Q2 | $296K | Sell |
2,781
-217
| -7% | -$23.1K | 0.08% | 155 |
|
|
2024
Q1 | $290K | Buy |
2,998
+32
| +1% | +$3.1K | 0.08% | 164 |
|
|
2023
Q4 | $299K | Buy |
2,966
+22
| +0.7% | +$2.22K | 0.09% | 145 |
|
|
2023
Q3 | $300K | Buy |
2,944
+98
| +3% | +$9.98K | 0.1% | 135 |
|
|
2023
Q2 | $287K | Buy |
2,846
+152
| +6% | +$15.3K | 0.1% | 143 |
|
|
2023
Q1 | $248K | Buy |
2,694
+56
| +2% | +$5.15K | 0.1% | 156 |
|
|
2022
Q4 | $239K | Buy |
+2,638
| New | +$239K | 0.09% | 151 |
|
|
2022
Q3 | – | Sell |
-2,391
| Closed | -$202K | – | 167 |
|
|
2022
Q2 | $202K | Buy |
+2,391
| New | +$202K | 0.09% | 157 |
|
|
2022
Q1 | – | Sell |
-2,338
| Closed | -$205K | – | 185 |
|
|
2021
Q4 | $205K | Buy |
+2,338
| New | +$205K | 0.08% | 167 |
|