Aptus Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
16,156
-242
| -1% | -$29.3K | 0.02% | 416 |
|
|
2025
Q1 | $1.83M | Buy |
16,398
+372
| +2% | +$41.5K | 0.02% | 405 |
|
|
2024
Q4 | $1.56M | Buy |
16,026
+11,479
| +252% | +$1.12M | 0.02% | 431 |
|
|
2024
Q3 | $523K | Sell |
4,547
-69
| -1% | -$7.94K | 0.01% | 525 |
|
|
2024
Q2 | $491K | Buy |
4,616
+52
| +1% | +$5.54K | 0.01% | 514 |
|
|
2024
Q1 | $441K | Buy |
4,564
+621
| +16% | +$60.1K | 0.01% | 537 |
|
|
2023
Q4 | $398K | Sell |
3,943
-182
| -4% | -$18.4K | 0.01% | 417 |
|
|
2023
Q3 | $398K | Buy |
4,125
+579
| +16% | +$55.9K | 0.01% | 426 |
|
|
2023
Q2 | $358K | Buy |
3,546
+1,014
| +40% | +$102K | 0.01% | 358 |
|
|
2023
Q1 | $233K | Sell |
2,532
-537
| -17% | -$49.4K | 0.01% | 444 |
|
|
2022
Q4 | $278K | Buy |
3,069
+26
| +0.9% | +$2.36K | 0.01% | 421 |
|
|
2022
Q3 | $231K | Buy |
3,043
+271
| +10% | +$20.6K | 0.01% | 415 |
|
|
2022
Q2 | $234K | Buy |
2,772
+46
| +2% | +$3.88K | 0.01% | 346 |
|
|
2022
Q1 | $239K | Buy |
2,726
+139
| +5% | +$12.2K | 0.01% | 382 |
|
|
2021
Q4 | $226K | Hold |
2,587
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $212K | Sell |
2,587
-7
| -0.3% | -$574 | 0.01% | 328 |
|
|
2021
Q2 | $237K | Sell |
2,594
-1
| -0% | -$91 | 0.01% | 319 |
|
|
2021
Q1 | $222K | Hold |
2,595
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $245K | Buy |
2,595
+1
| +0% | +$94 | 0.01% | 265 |
|
|
2020
Q3 | $225K | Sell |
2,594
-17
| -0.7% | -$1.48K | 0.01% | 261 |
|
|
2020
Q2 | $228K | Buy |
2,611
+14
| +0.5% | +$1.22K | 0.01% | 235 |
|
|
2020
Q1 | $214K | Sell |
2,597
-244
| -9% | -$20.1K | 0.02% | 240 |
|
|
2019
Q4 | $269K | Buy |
2,841
+4
| +0.1% | +$379 | 0.02% | 270 |
|
|
2019
Q3 | $246K | Sell |
2,837
-24
| -0.8% | -$2.08K | 0.01% | 295 |
|
|
2019
Q2 | $261K | Sell |
2,861
-2,095
| -42% | -$191K | 0.04% | 279 |
|
|
2019
Q1 | $426K | Buy |
+4,956
| New | +$426K | 0.07% | 208 |
|