Wedmont Private Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
6,533
+32
| +0.5% | +$3.93K | 0.03% | 312 |
|
|
2025
Q1 | $699K | Buy |
6,501
+153
| +2% | +$16.5K | 0.04% | 297 |
|
|
2024
Q4 | $629K | Buy |
6,348
+158
| +3% | +$15.7K | 0.03% | 312 |
|
|
2024
Q3 | $705K | Buy |
6,190
+316
| +5% | +$36K | 0.04% | 278 |
|
|
2024
Q2 | $656K | Buy |
5,874
+857
| +17% | +$95.7K | 0.04% | 277 |
|
|
2024
Q1 | $481K | Buy |
5,017
+8
| +0.2% | +$766 | 0.04% | 327 |
|
|
2023
Q4 | $536K | Buy |
5,009
+1,278
| +34% | +$137K | 0.04% | 290 |
|
|
2023
Q3 | $364K | Buy |
3,731
+832
| +29% | +$81.2K | 0.04% | 328 |
|
|
2023
Q2 | $287K | Buy |
+2,899
| New | +$287K | 0.03% | 386 |
|