Ameritas Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
8,405
-1,435
| -15% | -$174K | 0.05% | 341 |
|
|
2025
Q1 | $1.05M | Sell |
9,840
-318
| -3% | -$34K | 0.04% | 383 |
|
|
2024
Q4 | $988K | Sell |
10,158
-280
| -3% | -$27.2K | 0.03% | 416 |
|
|
2024
Q3 | $1.2M | Sell |
10,438
-962
| -8% | -$111K | 0.05% | 341 |
|
|
2024
Q2 | $1.21M | Sell |
11,400
-130
| -1% | -$13.8K | 0.05% | 355 |
|
|
2024
Q1 | $1.12M | Buy |
11,530
+111
| +1% | +$10.8K | 0.05% | 351 |
|
|
2023
Q4 | $1.15M | Sell |
11,419
-1,394
| -11% | -$141K | 0.06% | 253 |
|
|
2023
Q3 | $1.28M | Buy |
12,813
+9,227
| +257% | +$923K | 0.06% | 284 |
|
|
2023
Q2 | $340K | Sell |
3,586
-6,921
| -66% | -$656K | 0.04% | 384 |
|
|
2023
Q1 | $1.03M | Buy |
10,507
+215
| +2% | +$21K | 0.05% | 315 |
|
|
2022
Q4 | $934K | Buy |
10,292
+5,968
| +138% | +$541K | 0.04% | 370 |
|
|
2022
Q3 | $329K | Buy |
4,324
+69
| +2% | +$5.25K | 0.02% | 555 |
|
|
2022
Q2 | $360K | Sell |
4,255
-400
| -9% | -$33.8K | 0.02% | 554 |
|
|
2022
Q1 | $408K | Sell |
4,655
-163
| -3% | -$14.3K | 0.01% | 559 |
|
|
2021
Q4 | $421K | Buy |
+4,818
| New | +$421K | 0.02% | 543 |
|