1900 Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
5,878
+47
| +0.8% | +$5.69K | 0.05% | 113 |
|
|
2025
Q1 | $650K | Hold |
5,831
| – | – | 0.05% | 109 |
|
|
2024
Q4 | $567K | Hold |
5,831
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $671K | Hold |
5,831
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $621K | Buy |
5,831
+350
| +6% | +$37.3K | 0.06% | 129 |
|
|
2024
Q1 | $530K | Sell |
5,481
-1,535
| -22% | -$148K | 0.05% | 149 |
|
|
2023
Q4 | $708K | Sell |
7,016
-259
| -4% | -$26.2K | 0.07% | 161 |
|
|
2023
Q3 | $741K | Buy |
7,275
+3,225
| +80% | +$328K | 0.07% | 161 |
|
|
2023
Q2 | $409K | Sell |
4,050
-61
| -1% | -$6.16K | 0.04% | 173 |
|
|
2023
Q1 | $375K | Hold |
4,111
| – | – | 0.04% | 178 |
|
|
2022
Q4 | $373K | Hold |
4,111
| – | – | 0.04% | 178 |
|
|
2022
Q3 | $312K | Hold |
4,111
| – | – | 0.04% | 184 |
|
|
2022
Q2 | $348K | Hold |
4,111
| – | – | 0.04% | 179 |
|
|
2022
Q1 | $360K | Buy |
+4,111
| New | +$360K | 0.03% | 189 |
|
|
2021
Q4 | – | Sell |
-3,061
| Closed | -$250K | – | 245 |
|
|
2021
Q3 | $250K | Hold |
3,061
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $279K | Buy |
3,061
+381
| +14% | +$34.7K | 0.03% | 187 |
|
|
2021
Q1 | $229 | Sell |
2,680
-48
| -2% | -$4 | 0.02% | 159 |
|
|
2020
Q4 | $258K | Buy |
+2,728
| New | +$258K | 0.03% | 128 |
|