West Branch 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 | $12.1K | Sell |
100
-40
| -29% | -$4.84K | ﹤0.01% | 249 |
|
|
2025
Q1 | $15.6K | Hold |
140
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $13.6K | Sell |
140
-60
| -30% | -$5.84K | ﹤0.01% | 246 |
|
|
2024
Q3 | $23K | Hold |
200
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $21.3K | Hold |
200
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $19.3K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $20.2K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $20.4K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $20.2K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $18.4K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $18.1K | Hold |
200
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $17K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2022
Q1 | $18K | Buy |
200
+50
| +33% | +$4.5K | 0.01% | 251 |
|
|
2021
Q4 | $13K | Buy |
150
+90
| +150% | +$7.8K | 0.01% | 303 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 377 |
|