Avior Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
6,251
+1,305
| +26% | +$158K | 0.03% | 340 |
|
|
2025
Q1 | $551K | Sell |
4,946
-6,313
| -56% | -$704K | 0.02% | 380 |
|
|
2024
Q4 | $1.1M | Sell |
11,259
-10
| -0.1% | -$973 | 0.04% | 270 |
|
|
2024
Q3 | $1.3M | Sell |
11,269
-9
| -0.1% | -$1.04K | 0.05% | 235 |
|
|
2024
Q2 | $1.2M | Sell |
11,278
-1,452
| -11% | -$155K | 0.05% | 231 |
|
|
2024
Q1 | $1.23M | Buy |
12,730
+1,013
| +9% | +$98K | 0.06% | 243 |
|
|
2023
Q4 | $1.18M | Buy |
11,717
+34
| +0.3% | +$3.43K | 0.07% | 179 |
|
|
2023
Q3 | $1.19M | Hold |
11,683
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $1.18M | Hold |
11,683
| – | – | 0.08% | 174 |
|
|
2023
Q1 | $1.07M | Sell |
11,683
-3,050
| -21% | -$281K | 0.07% | 187 |
|
|
2022
Q4 | $1.34M | Sell |
14,733
-2,258
| -13% | -$205K | 0.1% | 155 |
|
|
2022
Q3 | $1.29M | Buy |
16,991
+319
| +2% | +$24.2K | 0.11% | 141 |
|
|
2022
Q2 | $1.41M | Sell |
16,672
-33
| -0.2% | -$2.79K | 0.14% | 118 |
|
|
2022
Q1 | $1.47M | Sell |
16,705
-2,044
| -11% | -$179K | 0.13% | 129 |
|
|
2021
Q4 | $1.64M | Buy |
18,749
+5,000
| +36% | +$437K | 0.14% | 125 |
|
|
2021
Q3 | $1.12M | Hold |
13,749
| – | – | 0.09% | 161 |
|
|
2021
Q2 | $1.25M | Sell |
13,749
-1,922
| -12% | -$175K | 0.13% | 144 |
|
|
2021
Q1 | $1.34M | Sell |
15,671
-201
| -1% | -$17.2K | 0.14% | 143 |
|
|
2020
Q4 | $1.5M | Buy |
15,872
+8,603
| +118% | +$812K | 0.18% | 117 |
|
|
2020
Q3 | $632K | Sell |
7,269
-292
| -4% | -$25.4K | 0.09% | 194 |
|
|
2020
Q2 | $659K | Hold |
7,561
| – | – | 0.1% | 182 |
|
|
2020
Q1 | $622K | Buy |
7,561
+149
| +2% | +$12.3K | 0.12% | 163 |
|
|
2019
Q4 | $701K | Buy |
7,412
+1,659
| +29% | +$157K | 0.11% | 185 |
|
|
2019
Q3 | $499K | Hold |
5,753
| – | – | 0.09% | 217 |
|
|
2019
Q2 | $526K | Sell |
5,753
-667
| -10% | -$61K | 0.09% | 199 |
|
|
2019
Q1 | $552K | Sell |
6,420
-128
| -2% | -$11K | 0.12% | 182 |
|
|
2018
Q4 | $503K | Buy |
6,548
+105
| +2% | +$8.07K | 0.12% | 167 |
|
|
2018
Q3 | $497K | Buy |
6,443
+180
| +3% | +$13.9K | 0.11% | 186 |
|
|
2018
Q2 | $424K | Sell |
6,263
-680
| -10% | -$46K | 0.1% | 197 |
|
|
2018
Q1 | $503K | Sell |
6,943
-1,234
| -15% | -$89.4K | 0.12% | 165 |
|
|
2017
Q4 | $615K | Buy |
8,177
+6,136
| +301% | +$461K | 0.14% | 145 |
|
|
2017
Q3 | $157K | Buy |
2,041
+22
| +1% | +$1.69K | 0.05% | 146 |
|
|
2017
Q2 | $151K | Hold |
2,019
| – | – | 0.06% | 130 |
|
|
2017
Q1 | $134K | Buy |
+2,019
| New | +$134K | 0.04% | 166 |
|
|
2016
Q2 | – | Sell |
-237
| Closed | -$15K | – | 484 |
|
|
2016
Q1 | $15K | Buy |
237
+61
| +35% | +$3.86K | 0.01% | 316 |
|
|
2015
Q4 | $14K | Buy |
+176
| New | +$14K | 0.01% | 290 |
|