Avantax Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
35,883
+2,878
| +9% | +$348K | 0.02% | 493 |
|
|
2025
Q1 | $3.68M | Buy |
33,005
+3,067
| +10% | +$342K | 0.02% | 513 |
|
|
2024
Q4 | $2.91M | Buy |
29,938
+2,835
| +10% | +$276K | 0.02% | 569 |
|
|
2024
Q3 | $3.12M | Buy |
27,103
+914
| +3% | +$105K | 0.02% | 527 |
|
|
2024
Q2 | $2.79M | Buy |
26,189
+7,423
| +40% | +$790K | 0.02% | 550 |
|
|
2024
Q1 | $1.82M | Buy |
18,766
+6,579
| +54% | +$636K | 0.02% | 560 |
|
|
2023
Q4 | $1.23M | Sell |
12,187
-792
| -6% | -$80K | 0.01% | 646 |
|
|
2023
Q3 | $1.32M | Sell |
12,979
-1,566
| -11% | -$160K | 0.01% | 588 |
|
|
2023
Q2 | $1.47M | Sell |
14,545
-9,044
| -38% | -$913K | 0.02% | 561 |
|
|
2023
Q1 | $2.17M | Buy |
23,589
+1,221
| +5% | +$112K | 0.03% | 417 |
|
|
2022
Q4 | $2.03M | Buy |
22,368
+79
| +0.4% | +$7.17K | 0.03% | 427 |
|
|
2022
Q3 | $1.69M | Buy |
22,289
+4,805
| +27% | +$365K | 0.03% | 408 |
|
|
2022
Q2 | $1.48M | Buy |
17,484
+6,006
| +52% | +$508K | 0.02% | 448 |
|
|
2022
Q1 | $1.01M | Buy |
11,478
+1,364
| +13% | +$120K | 0.01% | 541 |
|
|
2021
Q4 | $885K | Buy |
10,114
+1,124
| +13% | +$98.4K | 0.01% | 557 |
|
|
2021
Q3 | $730K | Buy |
8,990
+1,126
| +14% | +$91.4K | 0.01% | 584 |
|
|
2021
Q2 | $716K | Buy |
7,864
+1,078
| +16% | +$98.2K | 0.01% | 569 |
|
|
2021
Q1 | $580K | Buy |
6,786
+1,227
| +22% | +$105K | 0.01% | 581 |
|
|
2020
Q4 | $524K | Sell |
5,559
-6,079
| -52% | -$573K | 0.01% | 546 |
|
|
2020
Q3 | $1.01M | Buy |
11,638
+6,566
| +129% | +$571K | 0.02% | 536 |
|
|
2020
Q2 | $444K | Buy |
5,072
+13
| +0.3% | +$1.14K | 0.01% | 512 |
|
|
2020
Q1 | $417K | Buy |
5,059
+305
| +6% | +$25.1K | 0.01% | 482 |
|
|
2019
Q4 | $450K | Buy |
4,754
+1,510
| +47% | +$143K | 0.01% | 508 |
|
|
2019
Q3 | $282K | Buy |
3,244
+231
| +8% | +$20.1K | 0.01% | 451 |
|
|
2019
Q2 | $275K | Sell |
3,013
-198
| -6% | -$18.1K | 0.01% | 415 |
|
|
2019
Q1 | $277K | Buy |
3,211
+173
| +6% | +$14.9K | 0.01% | 377 |
|
|
2018
Q4 | $233K | Buy |
+3,038
| New | +$233K | 0.04% | 350 |
|