Twin City Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
7,382
+281
| +4% | +$34K | 0.73% | 55 |
|
|
2025
Q1 | $820K | Sell |
7,101
-483
| -6% | -$55.8K | 0.72% | 55 |
|
|
2024
Q4 | $738K | Buy |
7,584
+400
| +6% | +$38.9K | 0.65% | 60 |
|
|
2024
Q3 | $826K | Sell |
7,184
-523
| -7% | -$60.2K | 0.72% | 55 |
|
|
2024
Q2 | $820K | Buy |
7,707
+764
| +11% | +$81.3K | 0.78% | 51 |
|
|
2024
Q1 | $695K | Buy |
+6,943
| New | +$695K | 0.68% | 55 |
|