Valley Brook Capital Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Hold |
4,959
| – | – | 0.45% | 57 |
|
|
2025
Q1 | $553K | Hold |
4,959
| – | – | 0.43% | 56 |
|
|
2024
Q4 | $483K | Hold |
4,959
| – | – | 0.36% | 62 |
|
|
2024
Q3 | $570K | Hold |
4,959
| – | – | 0.41% | 61 |
|
|
2024
Q2 | $528K | Sell |
4,959
-25
| -0.5% | -$2.66K | 0.41% | 61 |
|
|
2024
Q1 | $482K | Hold |
4,984
| – | – | 0.39% | 61 |
|
|
2023
Q4 | $503K | Hold |
4,984
| – | – | 0.44% | 57 |
|
|
2023
Q3 | $508K | Hold |
4,984
| – | – | 0.5% | 56 |
|
|
2023
Q2 | $503K | Hold |
4,984
| – | – | 0.46% | 60 |
|
|
2023
Q1 | $459K | Hold |
4,984
| – | – | 0.42% | 62 |
|
|
2022
Q4 | $452K | Hold |
4,984
| – | – | 0.43% | 63 |
|
|
2022
Q3 | $378K | Hold |
4,984
| – | – | 0.41% | 66 |
|
|
2022
Q2 | $421K | Hold |
4,984
| – | – | 0.43% | 64 |
|
|
2022
Q1 | $437K | Sell |
4,984
-167
| -3% | -$14.6K | 0.38% | 69 |
|
|
2021
Q4 | $450K | Hold |
5,151
| – | – | 0.39% | 68 |
|
|
2021
Q3 | $421K | Hold |
5,151
| – | – | 0.42% | 64 |
|
|
2021
Q2 | $469K | Hold |
5,151
| – | – | 0.45% | 60 |
|
|
2021
Q1 | $440K | Hold |
5,151
| – | – | 0.4% | 56 |
|
|
2020
Q4 | $486K | Buy |
+5,151
| New | +$486K | 0.48% | 52 |
|