Stiles Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
3,247
+51
| +2% | +$6.17K | 0.14% | 126 |
|
|
2025
Q1 | $357K | Sell |
3,196
-53
| -2% | -$5.91K | 0.14% | 126 |
|
|
2024
Q4 | $316K | Hold |
3,249
| – | – | 0.11% | 142 |
|
|
2024
Q3 | $374K | Hold |
3,249
| – | – | 0.13% | 133 |
|
|
2024
Q2 | $346K | Buy |
3,249
+46
| +1% | +$4.9K | 0.13% | 132 |
|
|
2024
Q1 | $310K | Buy |
3,203
+500
| +18% | +$48.4K | 0.12% | 134 |
|
|
2023
Q4 | $273K | Sell |
2,703
-303
| -10% | -$30.6K | 0.12% | 145 |
|
|
2023
Q3 | $306K | Hold |
3,006
| – | – | 0.16% | 132 |
|
|
2023
Q2 | $303K | Buy |
3,006
+45
| +2% | +$4.54K | 0.15% | 142 |
|
|
2023
Q1 | $272K | Buy |
2,961
+50
| +2% | +$4.6K | 0.15% | 148 |
|
|
2022
Q4 | $264K | Hold |
2,911
| – | – | 0.15% | 148 |
|
|
2022
Q3 | $221K | Buy |
2,911
+230
| +9% | +$17.5K | 0.13% | 149 |
|
|
2022
Q2 | $227K | Sell |
2,681
-19
| -0.7% | -$1.61K | 0.14% | 147 |
|
|
2022
Q1 | $237K | Buy |
2,700
+93
| +4% | +$8.16K | 0.12% | 157 |
|
|
2021
Q4 | $228K | Buy |
+2,607
| New | +$228K | 0.11% | 161 |
|