Capital Analysts 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 | $613K | Sell |
5,063
-20
| -0.4% | -$2.42K | 0.02% | 357 |
|
|
2025
Q1 | $567K | Hold |
5,083
| – | – | 0.02% | 347 |
|
|
2024
Q4 | $495K | Hold |
5,083
| – | – | 0.02% | 331 |
|
|
2024
Q3 | $585K | Buy |
5,083
+563
| +12% | +$64.8K | 0.02% | 302 |
|
|
2024
Q2 | $481K | Buy |
4,520
+217
| +5% | +$23.1K | 0.02% | 334 |
|
|
2024
Q1 | $416K | Hold |
4,303
| – | – | 0.02% | 338 |
|
|
2023
Q4 | $434K | Sell |
4,303
-1,295
| -23% | -$131K | 0.02% | 326 |
|
|
2023
Q3 | $570K | Buy |
5,598
+9
| +0.2% | +$916 | 0.03% | 282 |
|
|
2023
Q2 | $564K | Buy |
5,589
+1,286
| +30% | +$130K | 0.03% | 282 |
|
|
2023
Q1 | $396K | Hold |
4,303
| – | – | 0.02% | 315 |
|
|
2022
Q4 | $390K | Sell |
4,303
-12
| -0.3% | -$1.09K | 0.02% | 321 |
|
|
2022
Q3 | $328K | Sell |
4,315
-60
| -1% | -$4.56K | 0.02% | 306 |
|
|
2022
Q2 | $370K | Sell |
4,375
-60
| -1% | -$5.07K | 0.03% | 286 |
|
|
2022
Q1 | $389K | Sell |
4,435
-10
| -0.2% | -$877 | 0.02% | 290 |
|
|
2021
Q4 | $389K | Sell |
4,445
-60
| -1% | -$5.25K | 0.02% | 287 |
|
|
2021
Q3 | $369K | Sell |
4,505
-24
| -0.5% | -$1.97K | 0.02% | 284 |
|
|
2021
Q2 | $413K | Buy |
4,529
+67
| +2% | +$6.11K | 0.03% | 270 |
|
|
2021
Q1 | $381K | Buy |
4,462
+4,434
| +15,836% | +$379K | 0.03% | 273 |
|
|
2020
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 656 |
|
|
2020
Q2 | – | Sell |
-553
| Closed | -$46K | – | 719 |
|
|
2020
Q1 | $46K | Hold |
553
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $52K | Sell |
553
-519
| -48% | -$48.8K | 0.01% | 388 |
|
|
2019
Q3 | $93K | Sell |
1,072
-361
| -25% | -$31.3K | 0.01% | 294 |
|
|
2019
Q2 | $131K | Sell |
1,433
-71
| -5% | -$6.49K | 0.01% | 253 |
|
|
2019
Q1 | $129K | Sell |
1,504
-224
| -13% | -$19.2K | 0.01% | 243 |
|
|
2018
Q4 | $133K | Sell |
1,728
-474
| -22% | -$36.5K | 0.02% | 224 |
|
|
2018
Q3 | $170K | Hold |
2,202
| – | – | 0.02% | 203 |
|
|
2018
Q2 | $149K | Hold |
2,202
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $160K | Hold |
2,202
| – | – | 0.02% | 202 |
|
|
2017
Q4 | $166K | Hold |
2,202
| – | – | 0.02% | 196 |
|
|
2017
Q3 | $169K | Hold |
2,202
| – | – | 0.02% | 198 |
|
|
2017
Q2 | $165K | Hold |
2,202
| – | – | 0.02% | 206 |
|
|
2017
Q1 | $147K | Sell |
2,202
-204
| -8% | -$13.6K | 0.02% | 189 |
|
|
2016
Q4 | $157K | Buy |
2,406
+80
| +3% | +$5.22K | 0.03% | 193 |
|
|
2016
Q3 | $165K | Hold |
2,326
| – | – | 0.03% | 177 |
|
|
2016
Q2 | $172K | Buy |
2,326
+78
| +3% | +$5.77K | 0.03% | 178 |
|
|
2016
Q1 | $146K | Buy |
2,248
+56
| +3% | +$3.63K | 0.03% | 189 |
|
|
2015
Q4 | $169K | Buy |
2,192
+230
| +12% | +$17.7K | 0.03% | 182 |
|
|
2015
Q3 | $162K | Buy |
1,962
+842
| +75% | +$69.3K | 0.03% | 195 |
|
|
2015
Q2 | $98.7K | Hold |
1,120
| – | – | 0.02% | 214 |
|
|
2015
Q1 | $99K | Hold |
1,120
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $93K | Buy |
+1,120
| New | +$93K | 0.02% | 199 |
|
|
2014
Q1 | – | Sell |
-908
| Closed | -$65.5K | – | 361 |
|
|
2013
Q4 | $65.5K | Hold |
908
| – | – | 0.02% | 196 |
|
|
2013
Q3 | $62.5K | Hold |
908
| – | – | 0.02% | 188 |
|
|
2013
Q2 | $57.6K | Buy |
+908
| New | +$57.6K | 0.02% | 186 |
|