Allworth Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.7M | Buy |
96,473
+3,448
| +4% | +$529K | 0.06% | 193 |
|
|
2025
Q4 | $12.8M | Sell |
93,025
-2,572
| -3% | -$337K | 0.05% | 196 |
|
|
2025
Q3 | $12.3M | Sell |
95,597
-261
| -0.3% | -$31.8K | 0.05% | 179 |
|
|
2025
Q2 | $11.6M | Buy |
95,858
+971
| +1% | +$109K | 0.06% | 180 |
|
|
2025
Q1 | $10.5M | Sell |
94,887
-881
| -0.9% | -$93.8K | 0.06% | 168 |
|
|
2024
Q4 | $9.4M | Buy |
95,768
+91,866
| +2,354% | +$9.8M | 0.05% | 182 |
|
|
2024
Q3 | $449K | Buy |
3,902
+86
| +2% | +$9.76K | ﹤0.01% | 604 |
|
|
2024
Q2 | $405K | Buy |
3,816
+86
| +2% | +$8.63K | ﹤0.01% | 622 |
|
|
2024
Q1 | $361K | Sell |
3,730
-50
| -1% | -$5.13K | ﹤0.01% | 632 |
|
|
2023
Q4 | $382K | Buy |
3,780
+733
| +24% | +$70.8K | ﹤0.01% | 583 |
|
|
2023
Q3 | $310K | Sell |
3,047
-178
| -6% | -$18.1K | ﹤0.01% | 598 |
|
|
2023
Q2 | $325K | Sell |
3,225
-17
| -0.5% | -$1.7K | ﹤0.01% | 588 |
|
|
2023
Q1 | $298K | Buy |
3,242
+114
| +4% | +$9.96K | ﹤0.01% | 567 |
|
|
2022
Q4 | $284K | Sell |
3,128
-93
| -3% | -$7.83K | ﹤0.01% | 569 |
|
|
2022
Q3 | $245K | Buy |
3,221
+1,024
| +47% | +$84.9K | ﹤0.01% | 550 |
|
|
2022
Q2 | $186K | Buy |
2,197
+192
| +10% | +$16.8K | ﹤0.01% | 571 |
|
|
2022
Q1 | $176K | Sell |
2,005
-40
| -2% | -$3.46K | ﹤0.01% | 574 |
|
|
2021
Q4 | $179K | Buy |
2,045
+609
| +42% | +$50.6K | ﹤0.01% | 553 |
|
|
2021
Q3 | $117K | Buy |
1,436
+1,033
| +256% | +$92.9K | ﹤0.01% | 579 |
|
|
2021
Q2 | $37K | Buy |
403
+174
| +76% | +$15.5K | ﹤0.01% | 695 |
|
|
2021
Q1 | $20K | Sell |
229
-57
| -20% | -$5.12K | ﹤0.01% | 795 |
|
|
2020
Q4 | $27K | Sell |
286
-250
| -47% | -$21.8K | ﹤0.01% | 597 |
|
|
2020
Q3 | $47K | Sell |
536
-78
| -13% | -$6.76K | ﹤0.01% | 428 |
|
|
2020
Q2 | $54K | Buy |
614
+50
| +9% | +$4.32K | ﹤0.01% | 406 |
|
|
2020
Q1 | $46K | Buy |
564
+51
| +10% | +$4.55K | ﹤0.01% | 413 |
|
|
2019
Q4 | $49K | Sell |
513
-336
| -40% | -$30.1K | ﹤0.01% | 365 |
|
|
2019
Q3 | $74K | Hold |
849
| – | – | ﹤0.01% | 269 |
|
|
2019
Q2 | $78K | Sell |
849
-212
| -20% | -$17.9K | ﹤0.01% | 264 |
|
|
2019
Q1 | $91K | Buy |
1,061
+684
| +181% | +$54.9K | ﹤0.01% | 245 |
|
|
2018
Q4 | $29K | Buy |
377
+111
| +42% | +$8.64K | ﹤0.01% | 354 |
|
|
2018
Q3 | $20K | Hold |
266
| – | – | ﹤0.01% | 427 |
|
|
2018
Q2 | $18K | Buy |
266
+5
| +2% | +$345 | ﹤0.01% | 422 |
|
|
2018
Q1 | $19K | Hold |
261
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $20K | Sell |
261
-147
| -36% | -$11.1K | ﹤0.01% | 377 |
|
|
2017
Q3 | $31K | Buy |
408
+101
| +33% | +$7.63K | ﹤0.01% | 292 |
|
|
2017
Q2 | $23K | Sell |
307
-53
| -15% | -$3.76K | ﹤0.01% | 352 |
|
|
2017
Q1 | $24K | Buy |
360
+58
| +19% | +$3.87K | ﹤0.01% | 332 |
|
|
2016
Q4 | $20K | Hold |
302
| – | – | ﹤0.01% | 322 |
|
|
2016
Q3 | $21K | Sell |
302
-25
| -8% | -$1.82K | ﹤0.01% | 320 |
|
|
2016
Q2 | $24K | Buy |
327
+29
| +10% | +$2K | ﹤0.01% | 284 |
|
|
2016
Q1 | $19K | Sell |
298
-49
| -14% | -$3.33K | ﹤0.01% | 314 |
|
|
2015
Q4 | $27K | Hold |
347
| – | – | ﹤0.01% | 265 |
|
|
2015
Q3 | $29K | Hold |
347
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $31K | Buy |
347
+2
| +0.6% | +$183 | 0.01% | 254 |
|
|
2015
Q1 | $30K | Buy |
+345
| New | +$30.6K | 0.01% | 262 |
|
Other funds holding NVS
