Atlas Capital 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 | $548K | Hold |
4,532
| – | – | 0.07% | 236 |
|
|
2025
Q1 | $505K | Hold |
4,532
| – | – | 0.06% | 254 |
|
|
2024
Q4 | $441K | Buy |
4,532
+3,800
| +519% | +$370K | 0.06% | 264 |
|
|
2024
Q3 | $84.2K | Sell |
732
-3,800
| -84% | -$437K | 0.01% | 515 |
|
|
2024
Q2 | $482K | Buy |
4,532
+3,800
| +519% | +$405K | 0.06% | 233 |
|
|
2024
Q1 | $70.8K | Sell |
732
-4,892
| -87% | -$473K | 0.01% | 525 |
|
|
2023
Q4 | $568K | Buy |
5,624
+1,604
| +40% | +$162K | 0.08% | 194 |
|
|
2023
Q3 | $409K | Hold |
4,020
| – | – | 0.07% | 226 |
|
|
2023
Q2 | $406K | Hold |
4,020
| – | – | 0.06% | 241 |
|
|
2023
Q1 | $370K | Hold |
4,020
| – | – | 0.06% | 248 |
|
|
2022
Q4 | $365K | Sell |
4,020
-167
| -4% | -$15.2K | 0.06% | 229 |
|
|
2022
Q3 | $318K | Sell |
4,187
-3,019
| -42% | -$229K | 0.06% | 258 |
|
|
2022
Q2 | $609K | Sell |
7,206
-4,582
| -39% | -$387K | 0.1% | 167 |
|
|
2022
Q1 | $1.03M | Hold |
11,788
| – | – | 0.16% | 113 |
|
|
2021
Q4 | $1.03M | Buy |
11,788
+2,719
| +30% | +$238K | 0.15% | 112 |
|
|
2021
Q3 | $742K | Buy |
9,069
+4,869
| +116% | +$398K | 0.12% | 143 |
|
|
2021
Q2 | $383K | Hold |
4,200
| – | – | 0.06% | 253 |
|
|
2021
Q1 | $359K | Sell |
4,200
-2,163
| -34% | -$185K | 0.07% | 238 |
|
|
2020
Q4 | $601K | Hold |
6,363
| – | – | 0.13% | 156 |
|
|
2020
Q3 | $553K | Hold |
6,363
| – | – | 0.13% | 169 |
|
|
2020
Q2 | $556K | Sell |
6,363
-147
| -2% | -$12.8K | 0.13% | 165 |
|
|
2020
Q1 | $537K | Sell |
6,510
-6,165
| -49% | -$508K | 0.16% | 144 |
|
|
2019
Q4 | $1.2M | Sell |
12,675
-1,013
| -7% | -$95.9K | 0.3% | 89 |
|
|
2019
Q3 | $1.19M | Buy |
13,688
+1,019
| +8% | +$88.6K | 0.36% | 80 |
|
|
2019
Q2 | $1.16M | Buy |
12,669
+710
| +6% | +$64.8K | 0.38% | 70 |
|
|
2019
Q1 | $1.03M | Buy |
11,959
+4,818
| +67% | +$415K | 0.37% | 77 |
|
|
2018
Q4 | $549K | Buy |
7,141
+2,677
| +60% | +$206K | 0.22% | 120 |
|
|
2018
Q3 | $350K | Hold |
4,464
| – | – | 0.12% | 218 |
|
|
2018
Q2 | $315K | Sell |
4,464
-4,638
| -51% | -$327K | 0.11% | 219 |
|
|
2018
Q1 | $659K | Buy |
+9,102
| New | +$659K | 0.2% | 159 |
|