Abbot Financial 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 | $2.22M | Sell |
18,342
-87
| -0.5% | -$10.5K | 1.02% | 25 |
|
|
2025
Q1 | $2.05M | Sell |
18,429
-460
| -2% | -$51.3K | 1.07% | 25 |
|
|
2024
Q4 | $1.84M | Sell |
18,889
-30
| -0.2% | -$2.92K | 0.92% | 28 |
|
|
2024
Q3 | $2.18M | Sell |
18,919
-20
| -0.1% | -$2.3K | 1.1% | 25 |
|
|
2024
Q2 | $2.02M | Sell |
18,939
-40
| -0.2% | -$4.26K | 1.08% | 25 |
|
|
2024
Q1 | $1.84M | Sell |
18,979
-450
| -2% | -$43.5K | 1.01% | 28 |
|
|
2023
Q4 | $1.96M | Sell |
19,429
-50
| -0.3% | -$5.05K | 1.18% | 24 |
|
|
2023
Q3 | $1.98M | Sell |
19,479
-922
| -5% | -$93.9K | 1.33% | 23 |
|
|
2023
Q2 | $2.06M | Sell |
20,401
-96
| -0.5% | -$9.69K | 1.32% | 22 |
|
|
2023
Q1 | $1.89M | Sell |
20,497
-372
| -2% | -$34.2K | 1.27% | 25 |
|
|
2022
Q4 | $1.89M | Sell |
20,869
-350
| -2% | -$31.8K | 1.3% | 27 |
|
|
2022
Q3 | $1.61M | Sell |
21,219
-4,225
| -17% | -$321K | 1.15% | 31 |
|
|
2022
Q2 | $2.15M | Hold |
25,444
| – | – | 1.3% | 26 |
|
|
2022
Q1 | $2.23M | Sell |
25,444
-399
| -2% | -$35K | 1.09% | 31 |
|
|
2021
Q4 | $2.26M | Sell |
25,843
-890
| -3% | -$77.8K | 1.01% | 31 |
|
|
2021
Q3 | $2.19M | Sell |
26,733
-350
| -1% | -$28.6K | 0.99% | 31 |
|
|
2021
Q2 | $2.47M | Sell |
27,083
-141
| -0.5% | -$12.9K | 1.08% | 28 |
|
|
2021
Q1 | $2.33M | Sell |
27,224
-11
| -0% | -$940 | 1.06% | 27 |
|
|
2020
Q4 | $2.57M | Buy |
27,235
+100
| +0.4% | +$9.44K | 1.48% | 22 |
|
|
2020
Q3 | $2.36M | Sell |
27,135
-232
| -0.8% | -$20.2K | 1.53% | 24 |
|
|
2020
Q2 | $2.39M | Buy |
27,367
+400
| +1% | +$34.9K | 1.64% | 20 |
|
|
2020
Q1 | $2.22M | Sell |
26,967
-199
| -0.7% | -$16.4K | 1.81% | 19 |
|
|
2019
Q4 | $2.57M | Buy |
27,166
+140
| +0.5% | +$13.3K | 1.63% | 17 |
|
|
2019
Q3 | $2.35M | Sell |
27,026
-350
| -1% | -$30.4K | 1.68% | 18 |
|
|
2019
Q2 | $2.5M | Sell |
27,376
-4,013
| -13% | -$366K | 1.81% | 15 |
|
|
2019
Q1 | $2.7M | Buy |
31,389
+4
| +0% | +$345 | 2.1% | 12 |
|
|
2018
Q4 | $2.41M | Sell |
31,385
-447
| -1% | -$34.4K | 2.13% | 13 |
|
|
2018
Q3 | $2.46M | Sell |
31,832
-279
| -0.9% | -$21.5K | 1.83% | 16 |
|
|
2018
Q2 | $2.17M | Buy |
32,111
+5
| +0% | +$338 | 1.73% | 16 |
|
|
2018
Q1 | $2.33M | Buy |
32,106
+781
| +2% | +$56.6K | 1.87% | 14 |
|
|
2017
Q4 | $2.36M | Buy |
31,325
+307
| +1% | +$23.1K | 1.88% | 15 |
|
|
2017
Q3 | $2.31M | Buy |
31,018
+1,227
| +4% | +$91.4K | 1.93% | 15 |
|
|
2017
Q2 | $2.23M | Buy |
+29,791
| New | +$2.23M | 2% | 15 |
|