Synergy Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,686
| Closed | -$269K | – | 584 |
|
|
2024
Q4 | $269K | Buy |
+2,686
| New | +$269K | 0.02% | 178 |
|
|
2024
Q3 | – | Sell |
-19,905
| Closed | -$2.12M | – | 165 |
|
|
2024
Q2 | $2.12M | Sell |
19,905
-6,650
| -25% | -$708K | 0.33% | 68 |
|
|
2024
Q1 | $2.57M | Sell |
26,555
-4,274
| -14% | -$413K | 0.44% | 65 |
|
|
2023
Q4 | $3.11M | Sell |
30,829
-3,353
| -10% | -$339K | 0.56% | 53 |
|
|
2023
Q3 | $3.48M | Buy |
34,182
+8,238
| +32% | +$839K | 0.69% | 40 |
|
|
2023
Q2 | $2.62M | Buy |
+25,944
| New | +$2.62M | 0.65% | 47 |
|