Abundance Wealth Counselors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
16,886
+3,158
| +23% | +$382K | 0.38% | 42 |
|
|
2025
Q1 | $1.53M | Buy |
13,728
+887
| +7% | +$98.9K | 0.32% | 59 |
|
|
2024
Q4 | $1.25M | Buy |
12,841
+89
| +0.7% | +$8.66K | 0.27% | 57 |
|
|
2024
Q3 | $1.47M | Sell |
12,752
-118
| -0.9% | -$13.6K | 0.3% | 56 |
|
|
2024
Q2 | $1.37M | Buy |
12,870
+671
| +6% | +$71.4K | 0.63% | 29 |
|
|
2024
Q1 | $1.18M | Buy |
12,199
+266
| +2% | +$25.7K | 0.27% | 64 |
|
|
2023
Q4 | $1.21M | Buy |
11,933
+664
| +6% | +$67.1K | 0.31% | 56 |
|
|
2023
Q3 | $1.15M | Buy |
11,269
+185
| +2% | +$18.8K | 0.33% | 54 |
|
|
2023
Q2 | $1.12M | Buy |
11,084
+16
| +0.1% | +$1.61K | 0.58% | 27 |
|
|
2023
Q1 | $1.02M | Buy |
11,068
+238
| +2% | +$21.9K | 0.26% | 62 |
|
|
2022
Q4 | $982K | Buy |
10,830
+778
| +8% | +$70.5K | 0.27% | 63 |
|
|
2022
Q3 | $764K | Buy |
10,052
+697
| +7% | +$53K | 0.22% | 66 |
|
|
2022
Q2 | $791K | Buy |
9,355
+996
| +12% | +$84.2K | 0.21% | 67 |
|
|
2022
Q1 | $734K | Buy |
8,359
+1,612
| +24% | +$142K | 0.2% | 72 |
|
|
2021
Q4 | $590K | Sell |
6,747
-419
| -6% | -$36.6K | 0.15% | 72 |
|
|
2021
Q3 | $586K | Buy |
7,166
+539
| +8% | +$44.1K | 0.34% | 28 |
|
|
2021
Q2 | $605K | Buy |
6,627
+3,809
| +135% | +$348K | 0.16% | 67 |
|
|
2021
Q1 | $241K | Buy |
+2,818
| New | +$241K | 0.06% | 78 |
|