Arkadios Wealth 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 | $3.1M | Sell |
25,629
-886
| -3% | -$107K | 0.09% | 234 |
|
|
2025
Q1 | $2.96M | Buy |
26,515
+18,028
| +212% | +$2.01M | 0.11% | 214 |
|
|
2024
Q4 | $826K | Buy |
8,487
+2,336
| +38% | +$227K | 0.05% | 376 |
|
|
2024
Q3 | $708K | Sell |
6,151
-870
| -12% | -$100K | 0.04% | 418 |
|
|
2024
Q2 | $747K | Buy |
7,021
+4,568
| +186% | +$486K | 0.05% | 348 |
|
|
2024
Q1 | $237K | Buy |
2,453
+87
| +4% | +$8.42K | 0.02% | 604 |
|
|
2023
Q4 | $239K | Sell |
2,366
-129
| -5% | -$13K | 0.02% | 601 |
|
|
2023
Q3 | $254K | Buy |
2,495
+440
| +21% | +$44.8K | 0.02% | 546 |
|
|
2023
Q2 | $207K | Buy |
+2,055
| New | +$207K | 0.02% | 571 |
|
|
2023
Q1 | – | Sell |
-3,075
| Closed | -$279K | – | 619 |
|
|
2022
Q4 | $279K | Sell |
3,075
-820
| -21% | -$74.4K | 0.04% | 429 |
|
|
2022
Q3 | $296K | Sell |
3,895
-191
| -5% | -$14.5K | 0.04% | 376 |
|
|
2022
Q2 | $345K | Buy |
4,086
+298
| +8% | +$25.2K | 0.05% | 362 |
|
|
2022
Q1 | $332K | Buy |
3,788
+493
| +15% | +$43.2K | 0.04% | 402 |
|
|
2021
Q4 | $288K | Buy |
3,295
+1,304
| +65% | +$114K | 0.04% | 456 |
|
|
2021
Q3 | $162K | Sell |
1,991
-231
| -10% | -$18.8K | 0.02% | 561 |
|
|
2021
Q2 | $202K | Buy |
2,222
+1,417
| +176% | +$129K | 0.02% | 527 |
|
|
2021
Q1 | $68K | Buy |
805
+115
| +17% | +$9.71K | 0.01% | 613 |
|
|
2020
Q4 | $65K | Buy |
+690
| New | +$65K | 0.01% | 504 |
|
|
2020
Q2 | – | Sell |
-572
| Closed | -$47.2K | – | 1081 |
|
|
2020
Q1 | $47.2K | Buy |
572
+50
| +10% | +$4.12K | 0.03% | 352 |
|
|
2019
Q4 | $51K | Buy |
+522
| New | +$51K | 0.03% | 309 |
|