ViaWealth’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
2,963
-166
-5% -$20.1K 0.21% 124
2025
Q1
$349K Hold
3,129
0.22% 121
2024
Q4
$304K Sell
3,129
-74
-2% -$7.2K 0.18% 124
2024
Q3
$368K Hold
3,203
0.21% 123
2024
Q2
$341K Buy
3,203
+185
+6% +$19.7K 0.21% 125
2024
Q1
$292K Hold
3,018
0.18% 132
2023
Q4
$305K Hold
3,018
0.21% 131
2023
Q3
$307K Hold
3,018
0.23% 130
2023
Q2
$305K Hold
3,018
0.23% 125
2023
Q1
$278K Hold
3,018
0.22% 130
2022
Q4
$271K Buy
+3,018
New +$271K 0.22% 131