Wealthstream Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,975
+69
| +4% | +$8.35K | 0.04% | 146 |
|
|
2025
Q1 | $212K | Sell |
1,906
-165
| -8% | -$18.4K | 0.04% | 140 |
|
|
2024
Q4 | $202K | Buy |
2,071
+55
| +3% | +$5.35K | 0.04% | 151 |
|
|
2024
Q3 | $232K | Buy |
2,016
+18
| +0.9% | +$2.07K | 0.04% | 134 |
|
|
2024
Q2 | $213K | Buy |
+1,998
| New | +$213K | 0.08% | 126 |
|