St. Clair 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 | $858K | Hold |
7,092
| – | – | 0.22% | 49 |
|
|
2025
Q1 | $791K | Hold |
7,092
| – | – | 0.22% | 51 |
|
|
2024
Q4 | $690K | Hold |
7,092
| – | – | 0.2% | 52 |
|
|
2024
Q3 | $816K | Hold |
7,092
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $755K | Hold |
7,092
| – | – | 0.24% | 50 |
|
|
2024
Q1 | $686K | Hold |
7,092
| – | – | 0.22% | 53 |
|
|
2023
Q4 | $716K | Hold |
7,092
| – | – | 0.25% | 53 |
|
|
2023
Q3 | $722K | Hold |
7,092
| – | – | 0.28% | 49 |
|
|
2023
Q2 | $716K | Buy |
7,092
+901
| +15% | +$90.9K | 0.28% | 47 |
|
|
2023
Q1 | $570K | Buy |
+6,191
| New | +$570K | 0.25% | 52 |
|