Stonegate Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
2,488
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $277K | Buy |
+2,488
| New | +$277K | 0.01% | 280 |
|
|
2023
Q3 | – | Sell |
-2,441
| Closed | -$246K | – | 338 |
|
|
2023
Q2 | $246K | Sell |
2,441
-31
| -1% | -$3.13K | 0.01% | 270 |
|
|
2023
Q1 | $227K | Sell |
2,472
-229
| -8% | -$21.1K | 0.01% | 279 |
|
|
2022
Q4 | $245K | Sell |
2,701
-412
| -13% | -$37.4K | 0.01% | 267 |
|
|
2022
Q3 | $237K | Buy |
3,113
+139
| +5% | +$10.6K | 0.01% | 247 |
|
|
2022
Q2 | $251K | Buy |
+2,974
| New | +$251K | 0.01% | 246 |
|