Braun-Bostich & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
2,284
+4
| +0.2% | +$484 | 0.19% | 89 |
|
|
2025
Q1 | $254K | Buy |
2,280
+59
| +3% | +$6.58K | 0.19% | 91 |
|
|
2024
Q4 | $216K | Sell |
2,221
-133
| -6% | -$12.9K | 0.16% | 102 |
|
|
2024
Q3 | $271K | Buy |
2,354
+148
| +7% | +$17K | 0.19% | 90 |
|
|
2024
Q2 | $235K | Buy |
+2,206
| New | +$235K | 0.17% | 92 |
|
|
2020
Q4 | – | Sell |
-354
| Closed | -$31K | – | 162 |
|
|
2020
Q3 | $31K | Sell |
354
-475
| -57% | -$41.6K | 0.03% | 182 |
|
|
2020
Q2 | $72K | Hold |
829
| – | – | 0.07% | 118 |
|
|
2020
Q1 | $67K | Hold |
829
| – | – | 0.09% | 120 |
|
|
2019
Q4 | $79K | Buy |
+829
| New | +$79K | 0.08% | 126 |
|
|
2019
Q3 | – | Sell |
-1,393
| Closed | -$127K | – | 231 |
|
|
2019
Q2 | $127K | Sell |
1,393
-1,369
| -50% | -$125K | 0.13% | 119 |
|
|
2019
Q1 | $238K | Sell |
2,762
-4,253
| -61% | -$366K | 0.25% | 87 |
|
|
2018
Q4 | $539K | Sell |
7,015
-158
| -2% | -$12.1K | 0.57% | 59 |
|
|
2018
Q3 | $554K | Buy |
7,173
+324
| +5% | +$25K | 0.53% | 65 |
|
|
2018
Q2 | $464K | Buy |
6,849
+200
| +3% | +$13.5K | 0.46% | 75 |
|
|
2018
Q1 | $482K | Buy |
6,649
+1,533
| +30% | +$111K | 0.42% | 75 |
|
|
2017
Q4 | $385K | Buy |
+5,116
| New | +$385K | 0.33% | 84 |
|