Wealth 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 | $313K | Sell |
2,586
-1,684
| -39% | -$204K | 0.31% | 65 |
|
|
2025
Q1 | $476K | Sell |
4,270
-59
| -1% | -$6.58K | 0.31% | 75 |
|
|
2024
Q4 | $421K | Sell |
4,329
-178
| -4% | -$17.3K | 0.27% | 87 |
|
|
2024
Q3 | $518K | Sell |
4,507
-87
| -2% | -$10K | 0.35% | 68 |
|
|
2024
Q2 | $489K | Sell |
4,594
-82
| -2% | -$8.73K | 0.35% | 68 |
|
|
2024
Q1 | $452K | Buy |
+4,676
| New | +$452K | 0.34% | 74 |
|