AE 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 | $882K | Buy |
7,289
+580
| +9% | +$70.2K | 0.01% | 760 |
|
|
2025
Q1 | $748K | Buy |
6,709
+488
| +8% | +$54.4K | 0.01% | 796 |
|
|
2024
Q4 | $605K | Buy |
6,221
+126
| +2% | +$12.3K | 0.01% | 847 |
|
|
2024
Q3 | $701K | Sell |
6,095
-221
| -3% | -$25.4K | 0.01% | 797 |
|
|
2024
Q2 | $672K | Buy |
6,316
+656
| +12% | +$69.8K | 0.01% | 801 |
|
|
2024
Q1 | $548K | Sell |
5,660
-15,681
| -73% | -$1.52M | 0.01% | 795 |
|
|
2023
Q4 | $2.29M | Sell |
21,341
-325
| -2% | -$34.8K | 0.01% | 856 |
|
|
2023
Q3 | $2.21M | Sell |
21,666
-5,629
| -21% | -$573K | 0.01% | 817 |
|
|
2023
Q2 | $2.75M | Sell |
27,295
-751
| -3% | -$75.8K | 0.02% | 735 |
|
|
2023
Q1 | $2.58M | Sell |
28,046
-9,013
| -24% | -$829K | 0.02% | 703 |
|
|
2022
Q4 | $3.36M | Buy |
37,059
+3,523
| +11% | +$320K | 0.02% | 581 |
|
|
2022
Q3 | $2.55M | Buy |
33,536
+2,351
| +8% | +$179K | 0.02% | 623 |
|
|
2022
Q2 | $2.64M | Buy |
31,185
+3,223
| +12% | +$272K | 0.02% | 577 |
|
|
2022
Q1 | $2.45M | Sell |
27,962
-433
| -2% | -$38K | 0.02% | 647 |
|
|
2021
Q4 | $2.48M | Buy |
28,395
+1,739
| +7% | +$152K | 0.02% | 631 |
|
|
2021
Q3 | $2.18M | Buy |
26,656
+636
| +2% | +$52K | 0.02% | 618 |
|
|
2021
Q2 | $2.37M | Buy |
26,020
+2,298
| +10% | +$210K | 0.02% | 581 |
|
|
2021
Q1 | $2.03M | Buy |
23,722
+2,438
| +11% | +$208K | 0.02% | 562 |
|
|
2020
Q4 | $2.01M | Buy |
21,284
+1,147
| +6% | +$108K | 0.02% | 493 |
|
|
2020
Q3 | $1.75M | Buy |
20,137
+88
| +0.4% | +$7.65K | 0.03% | 467 |
|
|
2020
Q2 | $1.75M | Buy |
20,049
+4,654
| +30% | +$406K | 0.03% | 443 |
|
|
2020
Q1 | $1.27M | Buy |
15,395
+966
| +7% | +$79.6K | 0.03% | 420 |
|
|
2019
Q4 | $1.37M | Buy |
14,429
+5,961
| +70% | +$564K | 0.03% | 456 |
|
|
2019
Q3 | $736K | Buy |
8,468
+686
| +9% | +$59.6K | 0.02% | 519 |
|
|
2019
Q2 | $711K | Buy |
7,782
+3,598
| +86% | +$329K | 0.02% | 495 |
|
|
2019
Q1 | $360K | Buy |
4,184
+1,184
| +39% | +$102K | 0.03% | 418 |
|
|
2018
Q4 | $231K | Sell |
3,000
-2,903
| -49% | -$224K | 0.04% | 409 |
|
|
2018
Q3 | $456K | Buy |
5,903
+59
| +1% | +$4.56K | 0.03% | 344 |
|
|
2018
Q2 | $396K | Buy |
5,844
+1,218
| +26% | +$82.5K | 0.03% | 288 |
|
|
2018
Q1 | $335K | Sell |
4,626
-11
| -0.2% | -$797 | 0.03% | 309 |
|
|
2017
Q4 | $349K | Sell |
4,637
-254
| -5% | -$19.1K | 0.03% | 286 |
|
|
2017
Q3 | $376K | Buy |
4,891
+958
| +24% | +$73.6K | 0.03% | 268 |
|
|
2017
Q2 | $294K | Sell |
3,933
-7,419
| -65% | -$555K | 0.04% | 302 |
|
|
2017
Q1 | $755K | Buy |
11,352
+5,014
| +79% | +$333K | 0.14% | 139 |
|
|
2016
Q4 | $414K | Buy |
+6,338
| New | +$414K | 0.17% | 127 |
|