Arax Advisory 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 | $403K | Sell |
3,327
-630
| -16% | -$76.2K | 0.02% | 451 |
|
|
2025
Q1 | $441K | Buy |
3,957
+2,920
| +282% | +$325K | 0.03% | 338 |
|
|
2024
Q4 | $101K | Buy |
1,037
+54
| +5% | +$5.26K | 0.01% | 679 |
|
|
2024
Q3 | $113K | Sell |
983
-324
| -25% | -$37.3K | 0.01% | 467 |
|
|
2024
Q2 | $139K | Buy |
1,307
+44
| +3% | +$4.68K | 0.01% | 403 |
|
|
2024
Q1 | $122K | Buy |
1,263
+5
| +0.4% | +$484 | 0.01% | 361 |
|
|
2023
Q4 | $127K | Buy |
1,258
+14
| +1% | +$1.41K | 0.01% | 339 |
|
|
2023
Q3 | $127K | Buy |
1,244
+17
| +1% | +$1.73K | 0.02% | 311 |
|
|
2023
Q2 | $124K | Buy |
1,227
+91
| +8% | +$9.18K | 0.02% | 312 |
|
|
2023
Q1 | $105K | Buy |
1,136
+302
| +36% | +$27.8K | 0.01% | 340 |
|
|
2022
Q4 | $75.7K | Sell |
834
-130
| -13% | -$11.8K | 0.01% | 379 |
|
|
2022
Q3 | $73K | Buy |
964
+721
| +297% | +$54.6K | 0.01% | 362 |
|
|
2022
Q2 | $21K | Hold |
243
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $21K | Buy |
243
+183
| +305% | +$15.8K | ﹤0.01% | 563 |
|
|
2021
Q4 | $5K | Buy |
60
+17
| +40% | +$1.42K | ﹤0.01% | 770 |
|
|
2021
Q3 | $4K | Sell |
43
-11
| -20% | -$1.02K | ﹤0.01% | 787 |
|
|
2021
Q2 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 766 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$9K | – | 710 |
|
|
2019
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 483 |
|
|
2018
Q4 | $8K | Sell |
103
-276
| -73% | -$21.4K | ﹤0.01% | 454 |
|
|
2018
Q3 | $29K | Sell |
379
-999
| -72% | -$76.4K | 0.01% | 360 |
|
|
2018
Q2 | $93K | Sell |
1,378
-26
| -2% | -$1.76K | 0.04% | 164 |
|
|
2018
Q1 | $101K | Buy |
1,404
+226
| +19% | +$16.3K | 0.05% | 133 |
|
|
2017
Q4 | $88K | Buy |
1,178
+29
| +3% | +$2.17K | 0.04% | 158 |
|
|
2017
Q3 | $88K | Sell |
1,149
-239
| -17% | -$18.3K | 0.04% | 159 |
|
|
2017
Q2 | $104K | Buy |
1,388
+399
| +40% | +$29.9K | 0.05% | 153 |
|
|
2017
Q1 | $65K | Buy |
989
+242
| +32% | +$15.9K | 0.03% | 173 |
|
|
2016
Q4 | $49K | Buy |
+747
| New | +$49K | 0.02% | 169 |
|