Aspiriant LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,043
-201
| -9% | -$24.3K | 0.01% | 279 |
|
|
2025
Q1 | $250K | Sell |
2,244
-526
| -19% | -$58.6K | 0.01% | 258 |
|
|
2024
Q4 | $270K | Sell |
2,770
-37
| -1% | -$3.6K | 0.01% | 245 |
|
|
2024
Q3 | $323K | Buy |
2,807
+254
| +10% | +$29.2K | 0.01% | 226 |
|
|
2024
Q2 | $272K | Sell |
2,553
-592
| -19% | -$63K | 0.01% | 244 |
|
|
2024
Q1 | $304K | Hold |
3,145
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $318K | Sell |
3,145
-656
| -17% | -$66.2K | 0.01% | 230 |
|
|
2023
Q3 | $387K | Buy |
3,801
+820
| +28% | +$83.5K | 0.02% | 201 |
|
|
2023
Q2 | $301K | Buy |
2,981
+245
| +9% | +$24.7K | 0.02% | 221 |
|
|
2023
Q1 | $252K | Buy |
2,736
+500
| +22% | +$46K | 0.01% | 239 |
|
|
2022
Q4 | $203K | Sell |
2,236
-2,200
| -50% | -$200K | 0.01% | 265 |
|
|
2022
Q3 | $336K | Buy |
4,436
+6
| +0.1% | +$454 | 0.02% | 199 |
|
|
2022
Q2 | $374K | Sell |
4,430
-151
| -3% | -$12.7K | 0.02% | 192 |
|
|
2022
Q1 | $402K | Sell |
4,581
-21
| -0.5% | -$1.84K | 0.02% | 196 |
|
|
2021
Q4 | $401K | Buy |
4,602
+671
| +17% | +$58.5K | 0.02% | 196 |
|
|
2021
Q3 | $321K | Hold |
3,931
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $359K | Buy |
3,931
+1,200
| +44% | +$110K | 0.02% | 186 |
|
|
2021
Q1 | $234K | Hold |
2,731
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $257K | Sell |
2,731
-1,500
| -35% | -$141K | 0.02% | 182 |
|
|
2020
Q3 | $367K | Buy |
4,231
+547
| +15% | +$47.4K | 0.03% | 173 |
|
|
2020
Q2 | $321K | Sell |
3,684
-1,650
| -31% | -$144K | 0.03% | 154 |
|
|
2020
Q1 | $440K | Buy |
5,334
+88
| +2% | +$7.26K | 0.04% | 132 |
|
|
2019
Q4 | $498K | Buy |
5,246
+20
| +0.4% | +$1.9K | 0.05% | 137 |
|
|
2019
Q3 | $454K | Sell |
5,226
-407
| -7% | -$35.4K | 0.04% | 153 |
|
|
2019
Q2 | $515K | Sell |
5,633
-836
| -13% | -$76.4K | 0.04% | 146 |
|
|
2019
Q1 | $558K | Sell |
6,469
-1,094
| -14% | -$94.4K | 0.05% | 140 |
|
|
2018
Q4 | $585K | Sell |
7,563
-488
| -6% | -$37.7K | 0.04% | 137 |
|
|
2018
Q3 | $623K | Sell |
8,051
-694
| -8% | -$53.7K | 0.05% | 141 |
|
|
2018
Q2 | $592K | Sell |
8,745
-604
| -6% | -$40.9K | 0.05% | 146 |
|
|
2018
Q1 | $677K | Buy |
+9,349
| New | +$677K | 0.06% | 131 |
|
|
2017
Q4 | – | Sell |
-7,877
| Closed | -$606K | – | 142 |
|
|
2017
Q3 | $606K | Sell |
7,877
-3,719
| -32% | -$286K | 0.05% | 131 |
|
|
2017
Q2 | $867K | Sell |
11,596
-1,009
| -8% | -$75.4K | 0.08% | 119 |
|
|
2017
Q1 | $839K | Sell |
12,605
-2,864
| -19% | -$191K | 0.07% | 125 |
|
|
2016
Q4 | $1.01M | Buy |
15,469
+680
| +5% | +$44.4K | 0.09% | 109 |
|
|
2016
Q3 | $1.05M | Sell |
14,789
-799
| -5% | -$56.5K | 0.1% | 104 |
|
|
2016
Q2 | $1.35M | Sell |
15,588
-38
| -0.2% | -$3.3K | 0.13% | 94 |
|
|
2016
Q1 | $1.01M | Buy |
+15,626
| New | +$1.01M | 0.1% | 103 |
|