Brookstone Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
11,487
-640
| -5% | -$77.4K | 0.02% | 491 |
|
|
2025
Q1 | $1.35M | Buy |
12,127
+222
| +2% | +$24.7K | 0.02% | 477 |
|
|
2024
Q4 | $1.16M | Buy |
11,905
+130
| +1% | +$12.7K | 0.02% | 493 |
|
|
2024
Q3 | $1.35M | Sell |
11,775
-145
| -1% | -$16.7K | 0.02% | 444 |
|
|
2024
Q2 | $1.33M | Sell |
11,920
-913
| -7% | -$102K | 0.02% | 440 |
|
|
2024
Q1 | $1.24M | Buy |
12,833
+162
| +1% | +$15.7K | 0.02% | 440 |
|
|
2023
Q4 | $1.28M | Buy |
12,671
+684
| +6% | +$69.1K | 0.02% | 408 |
|
|
2023
Q3 | $1.13M | Buy |
11,987
+157
| +1% | +$14.9K | 0.02% | 409 |
|
|
2023
Q2 | $1.12M | Sell |
11,830
-5,409
| -31% | -$512K | 0.02% | 412 |
|
|
2023
Q1 | $1.69M | Sell |
17,239
-1,064
| -6% | -$104K | 0.03% | 349 |
|
|
2022
Q4 | $1.69M | Sell |
18,303
-66
| -0.4% | -$6.09K | 0.03% | 337 |
|
|
2022
Q3 | $1.38M | Sell |
18,369
-98
| -0.5% | -$7.38K | 0.03% | 341 |
|
|
2022
Q2 | $1.56M | Buy |
18,467
+7,013
| +61% | +$592K | 0.03% | 328 |
|
|
2022
Q1 | $1.07M | Sell |
11,454
-489
| -4% | -$45.9K | 0.02% | 399 |
|
|
2021
Q4 | $1.07M | Buy |
11,943
+1,527
| +15% | +$136K | 0.02% | 381 |
|
|
2021
Q3 | $859K | Buy |
10,416
+242
| +2% | +$20K | 0.02% | 407 |
|
|
2021
Q2 | $943K | Buy |
10,174
+2,091
| +26% | +$194K | 0.02% | 376 |
|
|
2021
Q1 | $691K | Buy |
8,083
+117
| +1% | +$10K | 0.03% | 301 |
|
|
2020
Q4 | $752K | Sell |
7,966
-83
| -1% | -$7.84K | 0.03% | 274 |
|
|
2020
Q3 | $700K | Sell |
8,049
-459
| -5% | -$39.9K | 0.03% | 233 |
|
|
2020
Q2 | $743K | Buy |
8,508
+5,778
| +212% | +$505K | 0.05% | 193 |
|
|
2020
Q1 | $225K | Sell |
2,730
-88
| -3% | -$7.25K | 0.01% | 286 |
|
|
2019
Q4 | $267K | Buy |
2,818
+384
| +16% | +$36.4K | 0.01% | 342 |
|
|
2019
Q3 | $211K | Sell |
2,434
-142
| -6% | -$12.3K | 0.01% | 413 |
|
|
2019
Q2 | $235K | Buy |
2,576
+26
| +1% | +$2.37K | 0.01% | 392 |
|
|
2019
Q1 | $220K | Sell |
2,550
-287
| -10% | -$24.8K | 0.01% | 365 |
|
|
2018
Q4 | $218K | Buy |
+2,837
| New | +$218K | 0.02% | 266 |
|
|
2018
Q2 | – | Sell |
-2,857
| Closed | -$207K | – | 396 |
|
|
2018
Q1 | $207K | Sell |
2,857
-183
| -6% | -$13.3K | 0.02% | 324 |
|
|
2017
Q4 | $229K | Sell |
3,040
-312
| -9% | -$23.5K | 0.02% | 293 |
|
|
2017
Q3 | $258K | Buy |
3,352
+82
| +3% | +$6.31K | 0.02% | 284 |
|
|
2017
Q2 | $245K | Buy |
3,270
+35
| +1% | +$2.62K | 0.02% | 272 |
|
|
2017
Q1 | $215K | Sell |
3,235
-139
| -4% | -$9.24K | 0.02% | 232 |
|
|
2016
Q4 | $220K | Sell |
3,374
-185
| -5% | -$12.1K | 0.02% | 215 |
|
|
2016
Q3 | $252K | Sell |
3,559
-41
| -1% | -$2.9K | 0.03% | 207 |
|
|
2016
Q2 | $266K | Buy |
3,600
+426
| +13% | +$31.5K | 0.03% | 198 |
|
|
2016
Q1 | $207K | Sell |
3,174
-937
| -23% | -$61.1K | 0.03% | 218 |
|
|
2015
Q4 | $317K | Buy |
4,111
+226
| +6% | +$17.4K | 0.06% | 116 |
|
|
2015
Q3 | $320K | Sell |
3,885
-1,937
| -33% | -$160K | 0.06% | 113 |
|
|
2015
Q2 | $513K | Sell |
5,822
-1,758
| -23% | -$155K | 0.06% | 130 |
|
|
2015
Q1 | $670K | Buy |
7,580
+2,702
| +55% | +$239K | 0.1% | 101 |
|
|
2014
Q4 | $405K | Buy |
4,878
+1,016
| +26% | +$84.4K | 0.07% | 116 |
|
|
2014
Q3 | $326K | Buy |
3,862
+580
| +18% | +$49K | 0.06% | 119 |
|
|
2014
Q2 | $266K | Buy |
+3,282
| New | +$266K | 0.05% | 94 |
|