Advisory Resource Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
10,822
+150
| +1% | +$18.2K | 0.25% | 86 |
|
|
2025
Q1 | $1.19M | Sell |
10,672
-736
| -6% | -$82K | 0.24% | 82 |
|
|
2024
Q4 | $1.11M | Sell |
11,408
-964
| -8% | -$93.8K | 0.24% | 78 |
|
|
2024
Q3 | $1.42M | Sell |
12,372
-669
| -5% | -$76.9K | 0.3% | 68 |
|
|
2024
Q2 | $1.39M | Buy |
13,041
+948
| +8% | +$101K | 0.31% | 65 |
|
|
2024
Q1 | $1.17M | Buy |
12,093
+4,797
| +66% | +$464K | 0.27% | 68 |
|
|
2023
Q4 | $737K | Buy |
7,296
+341
| +5% | +$34.4K | 0.18% | 92 |
|
|
2023
Q3 | $708K | Buy |
6,955
+212
| +3% | +$21.6K | 0.19% | 86 |
|
|
2023
Q2 | $680K | Sell |
6,743
-829
| -11% | -$83.7K | 0.19% | 83 |
|
|
2023
Q1 | $697K | Buy |
7,572
+479
| +7% | +$44.1K | 0.2% | 71 |
|
|
2022
Q4 | $643K | Buy |
7,093
+3,496
| +97% | +$317K | 0.19% | 69 |
|
|
2022
Q3 | $273K | Sell |
3,597
-43
| -1% | -$3.26K | 0.09% | 109 |
|
|
2022
Q2 | $308K | Sell |
3,640
-496
| -12% | -$42K | 0.1% | 101 |
|
|
2022
Q1 | $363K | Buy |
4,136
+197
| +5% | +$17.3K | 0.11% | 98 |
|
|
2021
Q4 | $342K | Buy |
3,939
+613
| +18% | +$53.2K | 0.11% | 101 |
|
|
2021
Q3 | $272K | Buy |
3,326
+321
| +11% | +$26.3K | 0.1% | 111 |
|
|
2021
Q2 | $274K | Buy |
3,005
+88
| +3% | +$8.02K | 0.11% | 110 |
|
|
2021
Q1 | $249K | Buy |
2,917
+262
| +10% | +$22.4K | 0.12% | 88 |
|
|
2020
Q4 | $251K | Buy |
2,655
+194
| +8% | +$18.3K | 0.12% | 83 |
|
|
2020
Q3 | $214K | Hold |
2,461
| – | – | 0.13% | 88 |
|
|
2020
Q2 | $215K | Buy |
+2,461
| New | +$215K | 0.13% | 80 |
|