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 |
|