Almanack Investment Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
3,678
+735
| +25% | +$88.9K | 0.07% | 129 |
|
|
2025
Q1 | $328K | Sell |
2,943
-104
| -3% | -$11.6K | 0.07% | 109 |
|
|
2024
Q4 | $297K | Buy |
3,047
+37
| +1% | +$3.6K | 0.05% | 141 |
|
|
2024
Q3 | $346K | Buy |
3,010
+13
| +0.4% | +$1.5K | 0.05% | 136 |
|
|
2024
Q2 | $319K | Buy |
2,997
+33
| +1% | +$3.51K | 0.05% | 138 |
|
|
2024
Q1 | $287K | Buy |
2,964
+70
| +2% | +$6.77K | 0.05% | 147 |
|
|
2023
Q4 | $292K | Hold |
2,894
| – | – | 0.05% | 129 |
|
|
2023
Q3 | $295K | Hold |
2,894
| – | – | 0.06% | 118 |
|
|
2023
Q2 | $292K | Buy |
2,894
+56
| +2% | +$5.65K | 0.05% | 135 |
|
|
2023
Q1 | $261K | Hold |
2,838
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $257K | Buy |
+2,838
| New | +$257K | 0.05% | 143 |
|
|
2022
Q3 | – | Sell |
-3,856
| Closed | -$326K | – | 861 |
|
|
2022
Q2 | $326K | Buy |
+3,856
| New | +$326K | 0.03% | 299 |
|
|
2021
Q3 | – | Sell |
-2,191
| Closed | -$200K | – | 541 |
|
|
2021
Q2 | $200K | Sell |
2,191
-3,462
| -61% | -$316K | 0.02% | 407 |
|
|
2021
Q1 | $483K | Buy |
5,653
+850
| +18% | +$72.6K | 0.05% | 242 |
|
|
2020
Q4 | $454K | Buy |
4,803
+1,702
| +55% | +$161K | 0.05% | 227 |
|
|
2020
Q3 | $261K | Sell |
3,101
-81
| -3% | -$6.82K | 0.03% | 320 |
|
|
2020
Q2 | $278K | Sell |
3,182
-806
| -20% | -$70.4K | 0.05% | 191 |
|
|
2020
Q1 | $329K | Buy |
3,988
+1,187
| +42% | +$97.9K | 0.07% | 168 |
|
|
2019
Q4 | $265K | Hold |
2,801
| – | – | 0.05% | 160 |
|
|
2019
Q3 | $243K | Hold |
2,801
| – | – | 0.05% | 184 |
|
|
2019
Q2 | $256K | Sell |
2,801
-377
| -12% | -$34.4K | 0.06% | 152 |
|
|
2019
Q1 | $274K | Hold |
3,178
| – | – | 0.08% | 113 |
|
|
2018
Q4 | $244K | Hold |
3,178
| – | – | 0.07% | 134 |
|
|
2018
Q3 | $253K | Buy |
+3,178
| New | +$253K | 0.07% | 147 |
|