WealthPlan Investment 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 | $1.13M | Sell |
9,314
-180
| -2% | -$21.8K | 0.08% | 171 |
|
|
2025
Q1 | $1.06M | Hold |
9,494
| – | – | 0.1% | 131 |
|
|
2024
Q4 | $924K | Hold |
9,494
| – | – | 0.09% | 133 |
|
|
2024
Q3 | $1.09M | Buy |
9,494
+100
| +1% | +$11.5K | 0.11% | 125 |
|
|
2024
Q2 | $1M | Buy |
+9,394
| New | +$1M | 0.15% | 98 |
|
|
2023
Q3 | – | Sell |
-180
| Closed | -$18.2K | – | 283 |
|
|
2023
Q2 | $18.2K | Buy |
+180
| New | +$18.2K | 0.01% | 245 |
|