Verity Asset 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
$518K Sell
4,280
-7
-0.2% -$847 0.25% 102
2025
Q1
$478K Hold
4,287
0.19% 119
2024
Q4
$417K Buy
4,287
+543
+15% +$52.8K 0.24% 98
2024
Q3
$431K Sell
3,744
-41
-1% -$4.72K 0.16% 127
2024
Q2
$403K Sell
3,785
-97
-2% -$10.3K 0.16% 121
2024
Q1
$376K Buy
3,882
+60
+2% +$5.8K 0.21% 125
2023
Q4
$386K Buy
3,822
+645
+20% +$65.1K 0.25% 111
2023
Q3
$324K Buy
3,177
+1,030
+48% +$105K 0.24% 109
2023
Q2
$217K Sell
2,147
-110
-5% -$11.1K 0.16% 161
2023
Q1
$208K Sell
2,257
-135
-6% -$12.4K 0.12% 162
2022
Q4
$217K Buy
+2,392
New +$217K 0.19% 161