Belpointe Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,707
| Closed | -$690K | – | 1001 |
|
|
2024
Q4 | $690K | Buy |
5,707
+1,387
| +32% | +$168K | 0.04% | 429 |
|
|
2024
Q3 | $497K | Sell |
4,320
-1,152
| -21% | -$132K | 0.03% | 505 |
|
|
2024
Q2 | $583K | Buy |
+5,472
| New | +$583K | 0.04% | 424 |
|
|
2023
Q4 | – | Sell |
-2,296
| Closed | -$234K | – | 746 |
|
|
2023
Q3 | $234K | Buy |
2,296
+232
| +11% | +$23.6K | 0.02% | 556 |
|
|
2023
Q2 | $208K | Sell |
2,064
-3,566
| -63% | -$360K | 0.02% | 556 |
|
|
2023
Q1 | $518K | Buy |
5,630
+293
| +5% | +$27K | 0.03% | 548 |
|
|
2022
Q4 | $484K | Buy |
5,337
+2,733
| +105% | +$248K | 0.03% | 555 |
|
|
2022
Q3 | $197K | Buy |
2,604
+27
| +1% | +$2.04K | 0.01% | 844 |
|
|
2022
Q2 | $218K | Sell |
2,577
-96
| -4% | -$8.12K | 0.01% | 795 |
|
|
2022
Q1 | $235K | Buy |
2,673
+299
| +13% | +$26.3K | 0.01% | 842 |
|
|
2021
Q4 | $208K | Buy |
2,374
+688
| +41% | +$60.3K | 0.01% | 874 |
|
|
2021
Q3 | $138K | Buy |
1,686
+160
| +10% | +$13.1K | 0.01% | 1017 |
|
|
2021
Q2 | $140K | Sell |
1,526
-50
| -3% | -$4.59K | 0.01% | 980 |
|
|
2021
Q1 | $134K | Sell |
1,576
-403
| -20% | -$34.3K | 0.01% | 896 |
|
|
2020
Q4 | $187K | Sell |
1,979
-752
| -28% | -$71.1K | 0.02% | 719 |
|
|
2020
Q3 | $238K | Sell |
2,731
-652
| -19% | -$56.8K | 0.03% | 509 |
|
|
2020
Q2 | $296K | Sell |
3,383
-286
| -8% | -$25K | 0.04% | 408 |
|
|
2020
Q1 | $302K | Sell |
3,669
-406
| -10% | -$33.4K | 0.05% | 335 |
|
|
2019
Q4 | $386K | Buy |
4,075
+1,531
| +60% | +$145K | 0.05% | 375 |
|
|
2019
Q3 | $221K | Buy |
+2,544
| New | +$221K | 0.04% | 446 |
|
|
2018
Q4 | – | Sell |
-1,695
| Closed | -$131K | – | 596 |
|
|
2018
Q3 | $131K | Buy |
+1,695
| New | +$131K | 0.02% | 568 |
|