Arlington 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 | $4.71M | Sell |
38,905
-1,977
| -5% | -$239K | 1.74% | 12 |
|
|
2025
Q1 | $4.56M | Buy |
40,882
+9,730
| +31% | +$1.08M | 1.79% | 19 |
|
|
2024
Q4 | $3.03M | Sell |
31,152
-6,404
| -17% | -$623K | 1.18% | 49 |
|
|
2024
Q3 | $4.32M | Buy |
37,556
+6,404
| +21% | +$737K | 1.69% | 24 |
|
|
2024
Q2 | $3.32M | Buy |
31,152
+1,503
| +5% | +$160K | 1.65% | 15 |
|
|
2024
Q1 | $2.87M | Hold |
29,649
| – | – | 1.46% | 47 |
|
|
2023
Q4 | $2.99M | Buy |
29,649
+623
| +2% | +$62.9K | 0.86% | 41 |
|
|
2023
Q3 | $2.96M | Buy |
+29,026
| New | +$2.96M | 1.21% | 16 |
|
|
2022
Q3 | – | Sell |
-314
| Closed | -$27K | – | 430 |
|
|
2022
Q2 | $27K | Hold |
314
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $28K | Hold |
314
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $27K | Buy |
+314
| New | +$27K | 0.01% | 338 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$2K | – | 399 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 309 |
|
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 375 |
|