Aberdeen 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 | – | Sell |
-12,030
| Closed | -$1.34M | – | 167 |
|
|
2025
Q1 | $1.34M | Hold |
12,030
| – | – | 0.93% | 28 |
|
|
2024
Q4 | $1.17M | Sell |
12,030
-700
| -5% | -$68.1K | 0.8% | 29 |
|
|
2024
Q3 | $1.46M | Sell |
12,730
-1,000
| -7% | -$115K | 0.96% | 23 |
|
|
2024
Q2 | $1.46M | Sell |
13,730
-810
| -6% | -$86.2K | 0.99% | 25 |
|
|
2024
Q1 | $1.41M | Buy |
14,540
+800
| +6% | +$77.4K | 0.82% | 32 |
|
|
2023
Q4 | $1.39M | Sell |
13,740
-800
| -6% | -$80.8K | 1.01% | 25 |
|
|
2023
Q3 | $1.48M | Sell |
14,540
-100
| -0.7% | -$10.2K | 1.12% | 23 |
|
|
2023
Q2 | $1.48M | Hold |
14,640
| – | – | 1.07% | 25 |
|
|
2023
Q1 | $1.35M | Hold |
14,640
| – | – | 1% | 26 |
|
|
2022
Q4 | $1.33M | Hold |
14,640
| – | – | 1% | 27 |
|
|
2022
Q3 | $1.11M | Sell |
14,640
-2
| -0% | -$152 | 0.98% | 28 |
|
|
2022
Q2 | $1.24M | Sell |
14,642
-71
| -0.5% | -$6K | 0.98% | 27 |
|
|
2022
Q1 | $1.29M | Hold |
14,713
| – | – | 0.88% | 30 |
|
|
2021
Q4 | $1.29M | Sell |
14,713
-94
| -0.6% | -$8.22K | 0.84% | 33 |
|
|
2021
Q3 | $1.21M | Sell |
14,807
-466
| -3% | -$38.1K | 1.17% | 25 |
|
|
2021
Q2 | $1.39M | Buy |
15,273
+85
| +0.6% | +$7.76K | 1.29% | 22 |
|
|
2021
Q1 | $1.3M | Sell |
15,188
-75
| -0.5% | -$6.41K | 1.03% | 27 |
|
|
2020
Q4 | $1.44M | Hold |
15,263
| – | – | 1.09% | 25 |
|
|
2020
Q3 | $1.33M | Sell |
15,263
-408
| -3% | -$35.5K | 1.26% | 22 |
|
|
2020
Q2 | $1.37M | Buy |
15,671
+365
| +2% | +$31.9K | 1.47% | 17 |
|
|
2020
Q1 | $1.26M | Sell |
15,306
-175
| -1% | -$14.4K | 1.53% | 15 |
|
|
2019
Q4 | $1.47M | Buy |
+15,481
| New | +$1.47M | 1.09% | 19 |
|