World Investment 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
$5.17M Buy
42,757
+1,286
+3% +$156K 0.12% 200
2025
Q1
$4.62M Buy
41,471
+4,542
+12% +$506K 0.12% 201
2024
Q4
$3.59M Buy
36,929
+3,258
+10% +$317K 0.1% 235
2024
Q3
$3.87M Buy
+33,671
New +$3.87M 0.12% 192