West Family Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
12,766
+2,757
| +28% | +$334K | 0.4% | 41 |
|
|
2025
Q1 | $1.12M | Hold |
10,009
| – | – | 0.42% | 45 |
|
|
2024
Q4 | $974K | Buy |
10,009
+270
| +3% | +$26.3K | 0.34% | 58 |
|
|
2024
Q3 | $1.12M | Buy |
9,739
+1,927
| +25% | +$222K | 0.38% | 55 |
|
|
2024
Q2 | $832K | Sell |
7,812
-57
| -0.7% | -$6.07K | 0.25% | 73 |
|
|
2024
Q1 | $761K | Buy |
7,869
+284
| +4% | +$27.5K | 0.24% | 79 |
|
|
2023
Q4 | $766K | Buy |
7,585
+144
| +2% | +$14.5K | 0.26% | 76 |
|
|
2023
Q3 | $758K | Sell |
7,441
-961
| -11% | -$97.9K | 0.26% | 74 |
|
|
2023
Q2 | $848K | Buy |
8,402
+562
| +7% | +$56.7K | 0.33% | 66 |
|
|
2023
Q1 | $721K | Buy |
7,840
+94
| +1% | +$8.65K | 0.29% | 74 |
|
|
2022
Q4 | $703K | Sell |
7,746
-4,142
| -35% | -$376K | 0.24% | 75 |
|
|
2022
Q3 | $904K | Buy |
11,888
+2,563
| +27% | +$195K | 0.38% | 59 |
|
|
2022
Q2 | $788K | Buy |
+9,325
| New | +$788K | 0.31% | 63 |
|
|
2021
Q4 | – | Sell |
-15,458
| Closed | -$1.26M | – | 360 |
|
|
2021
Q3 | $1.26M | Buy |
15,458
+3,413
| +28% | +$279K | 0.33% | 49 |
|
|
2021
Q2 | $1.1M | Buy |
+12,045
| New | +$1.1M | 0.3% | 46 |
|