1IA
1620 Investment Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
8,958
+126
| +1% | +$15.2K | 0.77% | 29 |
|
|
2025
Q1 | $985K | Buy |
8,832
+22
| +0.2% | +$2.45K | 0.75% | 27 |
|
|
2024
Q4 | $857K | Buy |
8,810
+27
| +0.3% | +$2.63K | 0.65% | 35 |
|
|
2024
Q3 | $1.01M | Sell |
8,783
-27
| -0.3% | -$3.11K | 0.73% | 31 |
|
|
2024
Q2 | $938K | Buy |
8,810
+8,634
| +4,906% | +$919K | 0.72% | 33 |
|
|
2024
Q1 | $845K | Sell |
176
-8,754
| -98% | -$42M | 0.85% | 33 |
|
|
2023
Q4 | $902K | Buy |
+8,930
| New | +$902K | 0.99% | 28 |
|
|
2023
Q3 | – | Sell |
-8,836
| Closed | -$892K | – | 159 |
|
|
2023
Q2 | $892K | Buy |
8,836
+111
| +1% | +$11.2K | 0.97% | 29 |
|
|
2023
Q1 | $803K | Buy |
8,725
+121
| +1% | +$11.1K | 0.97% | 30 |
|
|
2022
Q4 | $781K | Buy |
8,604
+223
| +3% | +$20.2K | 0.95% | 36 |
|
|
2022
Q3 | $637K | Buy |
8,381
+185
| +2% | +$14.1K | 0.94% | 33 |
|
|
2022
Q2 | $693K | Buy |
8,196
+264
| +3% | +$22.3K | 0.96% | 32 |
|
|
2022
Q1 | $694K | Hold |
7,932
| – | – | 0.76% | 46 |
|
|
2021
Q4 | $694K | Buy |
+7,932
| New | +$694K | 0.78% | 46 |
|