Bell Investment 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 | $22.9K | Buy |
189
+16
| +9% | +$1.94K | ﹤0.01% | 390 |
|
|
2025
Q1 | $19.3K | Sell |
173
-19
| -10% | -$2.12K | ﹤0.01% | 400 |
|
|
2024
Q4 | $18.7K | Buy |
192
+20
| +12% | +$1.95K | ﹤0.01% | 406 |
|
|
2024
Q3 | $19.8K | Hold |
172
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $18.3K | Buy |
172
+41
| +31% | +$4.37K | ﹤0.01% | 414 |
|
|
2024
Q1 | $12.7K | Hold |
131
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $13.2K | Sell |
131
-3
| -2% | -$303 | ﹤0.01% | 464 |
|
|
2023
Q3 | $13.7K | Buy |
134
+23
| +21% | +$2.34K | ﹤0.01% | 399 |
|
|
2023
Q2 | $11.2K | Buy |
111
+10
| +10% | +$1.01K | ﹤0.01% | 472 |
|
|
2023
Q1 | $9.29K | Buy |
101
+63
| +166% | +$5.8K | ﹤0.01% | 511 |
|
|
2022
Q4 | $3.45K | Sell |
38
-25
| -40% | -$2.27K | ﹤0.01% | 999 |
|
|
2022
Q3 | $5K | Buy |
63
+7
| +13% | +$556 | ﹤0.01% | 698 |
|
|
2022
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 721 |
|
|
2021
Q4 | $3K | Sell |
37
-4
| -10% | -$324 | ﹤0.01% | 1015 |
|
|
2021
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 952 |
|