Bogart Wealth LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Buy |
598
+206
| +53% | +$24.9K | ﹤0.01% | 373 |
|
|
2025
Q1 | $43.7K | Hold |
392
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $38.1K | Buy |
392
+21
| +6% | +$2.04K | ﹤0.01% | 459 |
|
|
2024
Q3 | $42.7K | Hold |
371
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $39.5K | Hold |
371
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $35.9K | Sell |
371
-23
| -6% | -$2.23K | ﹤0.01% | 429 |
|
|
2023
Q4 | $39.8K | Sell |
394
-47
| -11% | -$4.75K | ﹤0.01% | 410 |
|
|
2023
Q3 | $44.9K | Hold |
441
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $44.5K | Hold |
441
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $40.6K | Sell |
441
-13
| -3% | -$1.2K | ﹤0.01% | 345 |
|
|
2022
Q4 | $41.2K | Hold |
454
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $35K | Buy |
454
+40
| +10% | +$3.08K | ﹤0.01% | 349 |
|
|
2022
Q2 | $35K | Buy |
414
+260
| +169% | +$22K | ﹤0.01% | 345 |
|
|
2022
Q1 | $14K | Hold |
154
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $13K | Hold |
154
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $13K | Sell |
154
-119
| -44% | -$10K | ﹤0.01% | 423 |
|
|
2021
Q2 | $25K | Hold |
273
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $23K | Buy |
273
+119
| +77% | +$10K | ﹤0.01% | 307 |
|
|
2020
Q4 | $14K | Buy |
154
+40
| +35% | +$3.64K | ﹤0.01% | 294 |
|
|
2020
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $10K | Hold |
114
| – | – | ﹤0.01% | 289 |
|
|
2020
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 277 |
|
|
2019
Q4 | $11K | Buy |
114
+69
| +153% | +$6.66K | ﹤0.01% | 275 |
|
|
2019
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 312 |
|
|
2019
Q2 | $4K | Sell |
45
-5
| -10% | -$444 | ﹤0.01% | 290 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 303 |
|
|
2018
Q1 | $4K | Sell |
50
-18
| -26% | -$1.44K | ﹤0.01% | 291 |
|
|
2017
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 282 |
|
|
2017
Q3 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 278 |
|