Visionary Horizons’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
5,120
-240
-4% -$29K 0.39% 53
2025
Q1
$598K Sell
5,360
-720
-12% -$80.3K 0.42% 48
2024
Q4
$592K Sell
6,080
-180
-3% -$17.5K 0.39% 46
2024
Q3
$720K Sell
6,260
-40
-0.6% -$4.6K 0.48% 32
2024
Q2
$671K Sell
6,300
-5
-0.1% -$532 0.49% 29
2024
Q1
$590K Sell
6,305
-265
-4% -$24.8K 0.46% 35
2023
Q4
$663K Buy
+6,570
New +$663K 0.54% 27