VPI
Value Partners Investments’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
8,391
+1,297
| +18% | +$157K | 0.08% | 77 |
|
|
2025
Q1 | $791K | Sell |
7,094
-2,292
| -24% | -$256K | 0.07% | 77 |
|
|
2024
Q4 | $1.11M | Buy |
9,386
+66
| +0.7% | +$7.83K | 0.26% | 64 |
|
|
2024
Q3 | $1.26M | Buy |
9,320
+4,780
| +105% | +$647K | 0.04% | 73 |
|
|
2024
Q2 | $483K | Buy |
4,540
+725
| +19% | +$77.2K | 0.04% | 71 |
|
|
2024
Q1 | $369K | Buy |
3,815
+234
| +7% | +$22.6K | 0.03% | 69 |
|
|
2023
Q4 | $362K | Sell |
3,581
-86
| -2% | -$8.7K | 0.03% | 68 |
|
|
2023
Q3 | $375K | Buy |
3,667
+106
| +3% | +$10.8K | 0.03% | 63 |
|
|
2023
Q2 | $360K | Buy |
3,561
+475
| +15% | +$48K | 0.03% | 63 |
|
|
2023
Q1 | $284K | Buy |
3,086
+61
| +2% | +$5.61K | 0.02% | 62 |
|
|
2022
Q4 | $274K | Sell |
3,025
-370
| -11% | -$33.6K | 0.02% | 62 |
|
|
2022
Q3 | $258K | Buy |
3,395
+361
| +12% | +$27.4K | 0.03% | 62 |
|
|
2022
Q2 | $256K | Buy |
+3,034
| New | +$256K | 0.02% | 62 |
|