Triasima Portfolio Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Hold
17,465
0.39% 86
2025
Q1
$1.95M Sell
17,465
-3,033
-15% -$338K 0.38% 83
2024
Q4
$1.99M Sell
20,498
-11,777
-36% -$1.15M 0.39% 81
2024
Q3
$3.71M Buy
32,275
+19,875
+160% +$2.29M 0.83% 42
2024
Q2
$1.32M Sell
12,400
-16,935
-58% -$1.8M 0.12% 96
2024
Q1
$2.84M Sell
29,335
-170
-0.6% -$16.4K 0.24% 71
2023
Q4
$2.98M Buy
29,505
+12,170
+70% +$1.23M 0.25% 66
2023
Q3
$1.77M Buy
+17,335
New +$1.77M 0.16% 77