B. Riley Wealth 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 | $1.12M | Buy |
+9,220
| New | +$1.12M | 0.05% | 322 |
|
|
2024
Q4 | $1.92M | Sell |
19,769
-2,783
| -12% | -$271K | 0.06% | 288 |
|
|
2024
Q3 | $2.59M | Sell |
22,552
-2,447
| -10% | -$281K | 0.07% | 269 |
|
|
2024
Q2 | $2.66M | Sell |
24,999
-2,075
| -8% | -$221K | 0.07% | 275 |
|
|
2024
Q1 | $2.76M | Buy |
27,074
+295
| +1% | +$30K | 0.07% | 263 |
|
|
2023
Q4 | $2.7M | Sell |
26,779
-295
| -1% | -$29.8K | 0.07% | 275 |
|
|
2023
Q3 | $2.76M | Sell |
27,074
-950
| -3% | -$96.8K | 0.07% | 263 |
|
|
2023
Q2 | $2.83M | Buy |
28,024
+1,833
| +7% | +$185K | 0.06% | 285 |
|
|
2023
Q1 | $2.41M | Sell |
26,191
-387
| -1% | -$35.6K | 0.06% | 301 |
|
|
2022
Q4 | $2.41M | Sell |
26,578
-1,171
| -4% | -$106K | 0.07% | 296 |
|
|
2022
Q3 | $2.11M | Buy |
27,749
+5,834
| +27% | +$444K | 0.06% | 299 |
|
|
2022
Q2 | $1.85M | Buy |
21,915
+749
| +4% | +$63.4K | 0.08% | 263 |
|
|
2022
Q1 | $1.86M | Buy |
21,166
+717
| +4% | +$63K | 0.06% | 315 |
|
|
2021
Q4 | $1.79M | Sell |
20,449
-2,306
| -10% | -$202K | 0.05% | 382 |
|
|
2021
Q3 | $1.87M | Sell |
22,755
-94
| -0.4% | -$7.74K | 0.06% | 358 |
|
|
2021
Q2 | $2.08M | Buy |
22,849
+262
| +1% | +$23.9K | 0.07% | 324 |
|
|
2021
Q1 | $1.94M | Buy |
22,587
+15,124
| +203% | +$1.3M | 0.07% | 312 |
|
|
2020
Q4 | $707K | Sell |
7,463
-1,401
| -16% | -$133K | 0.04% | 433 |
|
|
2020
Q3 | $772K | Buy |
8,864
+2,463
| +38% | +$215K | 0.04% | 386 |
|
|
2020
Q2 | $560K | Buy |
6,401
+382
| +6% | +$33.4K | 0.04% | 418 |
|
|
2020
Q1 | $497K | Buy |
6,019
+1,418
| +31% | +$117K | 0.04% | 385 |
|
|
2019
Q4 | $436K | Buy |
4,601
+420
| +10% | +$39.8K | 0.04% | 480 |
|
|
2019
Q3 | $364K | Sell |
4,181
-920
| -18% | -$80.1K | 0.04% | 521 |
|
|
2019
Q2 | $467K | Sell |
5,101
-588
| -10% | -$53.8K | 0.05% | 402 |
|
|
2019
Q1 | $491K | Buy |
5,689
+423
| +8% | +$36.5K | 0.06% | 352 |
|
|
2018
Q4 | $406K | Buy |
5,266
+715
| +16% | +$55.1K | 0.06% | 358 |
|
|
2018
Q3 | $352K | Buy |
4,551
+1,042
| +30% | +$80.6K | 0.04% | 445 |
|
|
2018
Q2 | $238K | Buy |
3,509
+205
| +6% | +$13.9K | 0.03% | 554 |
|
|
2018
Q1 | $241K | Buy |
3,304
+474
| +17% | +$34.6K | 0.03% | 523 |
|
|
2017
Q4 | $215K | Buy |
+2,830
| New | +$215K | 0.03% | 557 |
|
|
2017
Q3 | – | Sell |
-3,410
| Closed | -$256K | – | 577 |
|
|
2017
Q2 | $256K | Buy |
+3,410
| New | +$256K | 0.05% | 410 |
|
|
2016
Q4 | – | Sell |
-3,263
| Closed | -$233K | – | 605 |
|
|
2016
Q3 | $233K | Buy |
3,263
+107
| +3% | +$7.64K | 0.05% | 493 |
|
|
2016
Q2 | $235K | Sell |
3,156
-3,157
| -50% | -$235K | 0.05% | 486 |
|
|
2016
Q1 | $410K | Sell |
6,313
-711
| -10% | -$46.2K | 0.09% | 262 |
|
|
2015
Q4 | $544K | Sell |
7,024
-1,008
| -13% | -$78.1K | 0.11% | 226 |
|
|
2015
Q3 | $664K | Buy |
8,032
+320
| +4% | +$26.5K | 0.16% | 175 |
|
|
2015
Q2 | $682K | Buy |
7,712
+1,246
| +19% | +$110K | 0.17% | 168 |
|
|
2015
Q1 | $571K | Sell |
6,466
-2,762
| -30% | -$244K | 0.14% | 191 |
|
|
2014
Q4 | $5.97K | Buy |
+9,228
| New | +$5.97K | 0.13% | 197 |
|
|
2014
Q3 | – | Sell |
-9,947
| Closed | -$807K | – | 1467 |
|
|
2014
Q2 | $807K | Buy |
9,947
+7,873
| +380% | +$639K | 0.19% | 115 |
|
|
2014
Q1 | $158K | Buy |
+2,074
| New | +$158K | 0.05% | 464 |
|