Summit Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $482K | Sell |
|
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|
2024
Q4 | $439K | Buy |
|
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|
2024
Q3 | $436K | Buy |
|
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|
2024
Q2 | $367K | Sell |
|
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|
2024
Q1 | $356K | Sell |
|
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|
2023
Q4 | $508K | Buy |
|
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|
2023
Q3 | $473K | Buy |
|
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|
2023
Q2 | $468K | Buy |
|
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|
2023
Q1 | $336K | Sell |
|
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|
2022
Q4 | $468K | Sell |
|
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|
2022
Q3 | $721K | Buy |
|
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|
2022
Q2 | $728K | Sell |
|
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|
2022
Q1 | $883K | Buy |
|
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|
2021
Q4 | $764K | Buy |
|
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|
2021
Q3 | $522K | Buy |
|
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|
2021
Q2 | $302K | Buy |
|