Twin Lakes Capital 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 | $473K | Hold |
3,905
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $435K | Hold |
3,905
| – | – | 0.29% | 52 |
|
|
2024
Q4 | $380K | Hold |
3,905
| – | – | 0.24% | 58 |
|
|
2024
Q3 | $449K | Hold |
3,905
| – | – | 0.29% | 56 |
|
|
2024
Q2 | $416K | Hold |
3,905
| – | – | 0.28% | 58 |
|
|
2024
Q1 | $378K | Hold |
3,905
| – | – | 0.26% | 61 |
|
|
2023
Q4 | $394K | Hold |
3,905
| – | – | 0.27% | 56 |
|
|
2023
Q3 | $398K | Hold |
3,905
| – | – | 0.29% | 59 |
|
|
2023
Q2 | $394K | Buy |
3,905
+13
| +0.3% | +$1.31K | 0.28% | 57 |
|
|
2023
Q1 | $358K | Buy |
3,892
+103
| +3% | +$9.48K | 0.27% | 59 |
|
|
2022
Q4 | $344K | Hold |
3,789
| – | – | 0.26% | 59 |
|
|
2022
Q3 | $288K | Hold |
3,789
| – | – | 0.23% | 69 |
|
|
2022
Q2 | $320K | Sell |
3,789
-43
| -1% | -$3.63K | 0.23% | 60 |
|
|
2022
Q1 | $336K | Buy |
3,832
+94
| +3% | +$8.24K | 0.19% | 75 |
|
|
2021
Q4 | $327K | Hold |
3,738
| – | – | 0.17% | 79 |
|
|
2021
Q3 | $306K | Hold |
3,738
| – | – | 0.18% | 72 |
|
|
2021
Q2 | $341K | Buy |
3,738
+13
| +0.3% | +$1.19K | 0.19% | 67 |
|
|
2021
Q1 | $318K | Buy |
3,725
+88
| +2% | +$7.51K | 0.2% | 66 |
|
|
2020
Q4 | $343K | Buy |
+3,637
| New | +$343K | 0.25% | 65 |
|