Avidian Wealth Enterprises’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
7,749
+90
| +1% | +$10.9K | 0.04% | 207 |
|
|
2025
Q1 | $854K | Buy |
7,659
+200
| +3% | +$22.3K | 0.04% | 218 |
|
|
2024
Q4 | $726K | Sell |
7,459
-454
| -6% | -$44.2K | 0.03% | 237 |
|
|
2024
Q3 | $910K | Buy |
7,913
+102
| +1% | +$11.7K | 0.04% | 203 |
|
|
2024
Q2 | $832K | Buy |
7,811
+497
| +7% | +$52.9K | 0.03% | 198 |
|
|
2024
Q1 | $707K | Sell |
7,314
-685
| -9% | -$66.3K | 0.03% | 203 |
|
|
2023
Q4 | $808K | Sell |
7,999
-33
| -0.4% | -$3.33K | 0.05% | 187 |
|
|
2023
Q3 | $818K | Sell |
8,032
-506
| -6% | -$51.5K | 0.06% | 186 |
|
|
2023
Q2 | $862K | Buy |
8,538
+359
| +4% | +$36.2K | 0.06% | 197 |
|
|
2023
Q1 | $752K | Buy |
8,179
+307
| +4% | +$28.2K | 0.04% | 235 |
|
|
2022
Q4 | $714K | Hold |
7,872
| – | – | 0.05% | 220 |
|
|
2022
Q3 | $598K | Buy |
7,872
+113
| +1% | +$8.58K | 0.04% | 208 |
|
|
2022
Q2 | $656K | Buy |
7,759
+57
| +0.7% | +$4.82K | 0.05% | 223 |
|
|
2022
Q1 | $676K | Sell |
7,702
-1,828
| -19% | -$160K | 0.04% | 239 |
|
|
2021
Q4 | $834K | Buy |
9,530
+4,456
| +88% | +$390K | 0.05% | 212 |
|
|
2021
Q3 | $415K | Buy |
5,074
+47
| +0.9% | +$3.84K | 0.03% | 240 |
|
|
2021
Q2 | $459K | Sell |
5,027
-129
| -3% | -$11.8K | 0.04% | 235 |
|
|
2021
Q1 | $441K | Sell |
5,156
-510
| -9% | -$43.6K | 0.04% | 230 |
|
|
2020
Q4 | $535K | Buy |
5,666
+120
| +2% | +$11.3K | 0.05% | 172 |
|
|
2020
Q3 | $482K | Buy |
5,546
+855
| +18% | +$74.3K | 0.05% | 162 |
|
|
2020
Q2 | $410K | Buy |
4,691
+409
| +10% | +$35.7K | 0.06% | 150 |
|
|
2020
Q1 | $353K | Sell |
4,282
-515
| -11% | -$42.5K | 0.06% | 130 |
|
|
2019
Q4 | $454K | Buy |
4,797
+508
| +12% | +$48.1K | 0.06% | 124 |
|
|
2019
Q3 | $373K | Buy |
4,289
+199
| +5% | +$17.3K | 0.06% | 124 |
|
|
2019
Q2 | $373K | Buy |
4,090
+1,086
| +36% | +$99K | 0.09% | 82 |
|
|
2019
Q1 | $259K | Buy |
+3,004
| New | +$259K | 0.06% | 104 |
|