Addison Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
2,972
+236
| +9% | +$28.6K | 0.09% | 152 |
|
|
2025
Q1 | $305K | Sell |
2,736
-52
| -2% | -$5.8K | 0.08% | 154 |
|
|
2024
Q4 | $271K | Buy |
2,788
+5
| +0.2% | +$487 | 0.08% | 165 |
|
|
2024
Q3 | $320K | Buy |
2,783
+121
| +5% | +$13.9K | 0.09% | 155 |
|
|
2024
Q2 | $283K | Buy |
2,662
+351
| +15% | +$37.4K | 0.09% | 154 |
|
|
2024
Q1 | $224K | Buy |
2,311
+22
| +1% | +$2.13K | 0.08% | 171 |
|
|
2023
Q4 | $231K | Buy |
2,289
+209
| +10% | +$21.1K | 0.09% | 157 |
|
|
2023
Q3 | $212K | Buy |
2,080
+242
| +13% | +$24.7K | 0.1% | 145 |
|
|
2023
Q2 | $185K | Buy |
1,838
+181
| +11% | +$18.3K | 0.09% | 161 |
|
|
2023
Q1 | $152K | Sell |
1,657
-63
| -4% | -$5.8K | 0.09% | 165 |
|
|
2022
Q4 | $156K | Buy |
1,720
+323
| +23% | +$29.3K | 0.09% | 148 |
|
|
2022
Q3 | $106K | Buy |
1,397
+112
| +9% | +$8.5K | 0.07% | 184 |
|
|
2022
Q2 | $109K | Sell |
1,285
-130
| -9% | -$11K | 0.07% | 180 |
|
|
2022
Q1 | $124K | Buy |
1,415
+884
| +166% | +$77.5K | 0.07% | 191 |
|
|
2021
Q4 | $46K | Buy |
531
+92
| +21% | +$7.97K | 0.03% | 254 |
|
|
2021
Q3 | $36K | Buy |
439
+14
| +3% | +$1.15K | 0.03% | 209 |
|
|
2021
Q2 | $39K | Buy |
+425
| New | +$39K | 0.03% | 202 |
|
|
2020
Q4 | $40K | Buy |
+425
| New | +$40K | 0.04% | 196 |
|