Ashton Thomas Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
7,565
+4,588
| +154% | +$555K | 0.03% | 430 |
|
|
2025
Q1 | $344K | Sell |
2,977
-201
| -6% | -$23.2K | 0.01% | 624 |
|
|
2024
Q4 | $309K | Buy |
3,178
+211
| +7% | +$20.5K | 0.01% | 617 |
|
|
2024
Q3 | $341K | Buy |
2,967
+354
| +14% | +$40.7K | 0.02% | 489 |
|
|
2024
Q2 | $278K | Sell |
2,613
-189
| -7% | -$20.1K | 0.02% | 501 |
|
|
2024
Q1 | $271K | Sell |
2,802
-160
| -5% | -$15.5K | 0.02% | 510 |
|
|
2023
Q4 | $299K | Hold |
2,962
| – | – | 0.02% | 497 |
|
|
2023
Q3 | $302K | Buy |
2,962
+386
| +15% | +$39.3K | 0.02% | 473 |
|
|
2023
Q2 | $260K | Buy |
2,576
+184
| +8% | +$18.6K | 0.02% | 508 |
|
|
2023
Q1 | $220K | Buy |
+2,392
| New | +$220K | 0.02% | 464 |
|
|
2022
Q3 | – | Sell |
-2,372
| Closed | -$201K | – | 476 |
|
|
2022
Q2 | $201K | Buy |
+2,372
| New | +$201K | 0.02% | 436 |
|
|
2021
Q3 | – | Sell |
-8,195
| Closed | -$748K | – | 376 |
|
|
2021
Q2 | $748K | Buy |
+8,195
| New | +$748K | 0.11% | 197 |
|
|
2019
Q2 | – | Sell |
-2,682
| Closed | -$231K | – | 197 |
|
|
2019
Q1 | $231K | Buy |
+2,682
| New | +$231K | 0.1% | 168 |
|