Atria Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
53,286
+6,793
| +15% | +$822K | 0.08% | 300 |
|
|
2025
Q1 | $5.18M | Buy |
46,493
+3,230
| +7% | +$360K | 0.07% | 363 |
|
|
2024
Q4 | $4.21M | Sell |
43,263
-2,777
| -6% | -$270K | 0.05% | 407 |
|
|
2024
Q3 | $5.3M | Buy |
46,040
+191
| +0.4% | +$22K | 0.07% | 336 |
|
|
2024
Q2 | $4.88M | Sell |
45,849
-2,632
| -5% | -$280K | 0.06% | 340 |
|
|
2024
Q1 | $4.69M | Buy |
48,481
+3,834
| +9% | +$371K | 0.06% | 354 |
|
|
2023
Q4 | $4.51M | Sell |
44,647
-878
| -2% | -$88.6K | 0.07% | 324 |
|
|
2023
Q3 | $4.64M | Buy |
45,525
+2,060
| +5% | +$210K | 0.08% | 299 |
|
|
2023
Q2 | $4.38M | Sell |
43,465
-2,756
| -6% | -$278K | 0.08% | 302 |
|
|
2023
Q1 | $4.25M | Sell |
46,221
-17,452
| -27% | -$1.61M | 0.08% | 300 |
|
|
2022
Q4 | $5.78M | Sell |
63,673
-3,039
| -5% | -$276K | 0.12% | 218 |
|
|
2022
Q3 | $5.07M | Sell |
66,712
-3,660
| -5% | -$278K | 0.11% | 229 |
|
|
2022
Q2 | $5.95M | Sell |
70,372
-4,693
| -6% | -$397K | 0.12% | 201 |
|
|
2022
Q1 | $6.59M | Sell |
75,065
-1,520
| -2% | -$133K | 0.12% | 209 |
|
|
2021
Q4 | $6.7M | Sell |
76,585
-17,971
| -19% | -$1.57M | 0.12% | 207 |
|
|
2021
Q3 | $7.73M | Buy |
94,556
+4,157
| +5% | +$340K | 0.14% | 163 |
|
|
2021
Q2 | $8.25M | Buy |
90,399
+6,772
| +8% | +$618K | 0.16% | 145 |
|
|
2021
Q1 | $7.15M | Sell |
83,627
-3,799
| -4% | -$325K | 0.16% | 147 |
|
|
2020
Q4 | $8.26M | Buy |
87,426
+17,070
| +24% | +$1.61M | 0.2% | 125 |
|
|
2020
Q3 | $6.12M | Buy |
70,356
+2,682
| +4% | +$233K | 0.19% | 129 |
|
|
2020
Q2 | $5.91M | Buy |
67,674
+8,440
| +14% | +$737K | 0.2% | 121 |
|
|
2020
Q1 | $4.88M | Buy |
59,234
+17,659
| +42% | +$1.46M | 0.37% | 66 |
|
|
2019
Q4 | $3.94M | Buy |
41,575
+25,429
| +157% | +$2.41M | 0.11% | 182 |
|
|
2019
Q3 | $1.4M | Sell |
16,146
-570
| -3% | -$49.5K | 0.05% | 312 |
|
|
2019
Q2 | $1.51M | Buy |
16,716
+1,966
| +13% | +$177K | 0.06% | 284 |
|
|
2019
Q1 | $1.27M | Sell |
14,750
-13,172
| -47% | -$1.14M | 0.05% | 295 |
|
|
2018
Q4 | $2.15M | Sell |
27,922
-1,261
| -4% | -$97K | 0.1% | 171 |
|
|
2018
Q3 | $2.25M | Buy |
29,183
+3,001
| +11% | +$232K | 0.09% | 203 |
|
|
2018
Q2 | $1.77M | Sell |
26,182
-1,526
| -6% | -$103K | 0.08% | 253 |
|
|
2018
Q1 | $2.01M | Buy |
27,708
+473
| +2% | +$34.3K | 0.1% | 223 |
|
|
2017
Q4 | $2.05M | Buy |
27,235
+2,622
| +11% | +$197K | 0.1% | 209 |
|
|
2017
Q3 | $1.89M | Sell |
24,613
-3,798
| -13% | -$292K | 0.1% | 195 |
|
|
2017
Q2 | $2.13M | Buy |
28,411
+520
| +2% | +$38.9K | 0.13% | 176 |
|
|
2017
Q1 | $1.86M | Sell |
27,891
-267
| -0.9% | -$17.8K | 0.12% | 190 |
|
|
2016
Q4 | $1.84M | Buy |
28,158
+11,671
| +71% | +$762K | 0.14% | 142 |
|
|
2016
Q3 | $1.17M | Buy |
16,487
+4,797
| +41% | +$339K | 0.11% | 167 |
|
|
2016
Q2 | $856K | Buy |
11,690
+288
| +3% | +$21.1K | 0.09% | 184 |
|
|
2016
Q1 | $740K | Sell |
11,402
-421
| -4% | -$27.3K | 0.08% | 184 |
|
|
2015
Q4 | $864K | Buy |
11,823
+862
| +8% | +$63K | 0.1% | 160 |
|
|
2015
Q3 | $903K | Buy |
10,961
+1,034
| +10% | +$85.2K | 0.12% | 123 |
|
|
2015
Q2 | $875K | Buy |
9,927
+604
| +6% | +$53.2K | 0.1% | 150 |
|
|
2015
Q1 | $824K | Sell |
9,323
-1,985
| -18% | -$175K | 0.09% | 174 |
|
|
2014
Q4 | $939K | Sell |
11,308
-359
| -3% | -$29.8K | 0.1% | 170 |
|
|
2014
Q3 | $984K | Buy |
11,667
+298
| +3% | +$25.1K | 0.1% | 174 |
|
|
2014
Q2 | $922K | Sell |
11,369
-8,995
| -44% | -$729K | 0.09% | 187 |
|
|
2014
Q1 | $1.55M | Buy |
20,364
+141
| +0.7% | +$10.7K | 0.16% | 117 |
|
|
2013
Q4 | $1.46M | Sell |
20,223
-2,077
| -9% | -$150K | 0.15% | 125 |
|
|
2013
Q3 | $1.53M | Buy |
22,300
+1,482
| +7% | +$102K | 0.16% | 95 |
|
|
2013
Q2 | $1.32M | Buy |
+20,818
| New | +$1.32M | 0.16% | 83 |
|