Capital Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
3,894
-120
| -3% | -$14.5K | 0.01% | 463 |
|
|
2025
Q1 | $447K | Sell |
4,014
-189
| -4% | -$21.1K | 0.01% | 451 |
|
|
2024
Q4 | $409K | Sell |
4,203
-22
| -0.5% | -$2.14K | 0.01% | 455 |
|
|
2024
Q3 | $486K | Sell |
4,225
-413
| -9% | -$47.5K | 0.01% | 410 |
|
|
2024
Q2 | $494K | Buy |
4,638
+122
| +3% | +$13K | 0.01% | 400 |
|
|
2024
Q1 | $437K | Buy |
4,516
+28
| +0.6% | +$2.71K | 0.01% | 415 |
|
|
2023
Q4 | $453K | Buy |
4,488
+354
| +9% | +$35.7K | 0.01% | 395 |
|
|
2023
Q3 | $421K | Sell |
4,134
-66
| -2% | -$6.72K | 0.01% | 388 |
|
|
2023
Q2 | $424K | Sell |
4,200
-85
| -2% | -$8.58K | 0.01% | 364 |
|
|
2023
Q1 | $394K | Sell |
4,285
-1,276
| -23% | -$117K | 0.01% | 395 |
|
|
2022
Q4 | $504K | Sell |
5,561
-58
| -1% | -$5.26K | 0.02% | 354 |
|
|
2022
Q3 | $427K | Sell |
5,619
-443
| -7% | -$33.7K | 0.01% | 359 |
|
|
2022
Q2 | $512K | Buy |
6,062
+274
| +5% | +$23.1K | 0.02% | 342 |
|
|
2022
Q1 | $508K | Buy |
5,788
+17
| +0.3% | +$1.49K | 0.02% | 354 |
|
|
2021
Q4 | $505K | Sell |
5,771
-325
| -5% | -$28.4K | 0.02% | 372 |
|
|
2021
Q3 | $499K | Sell |
6,096
-176
| -3% | -$14.4K | 0.02% | 363 |
|
|
2021
Q2 | $572K | Buy |
6,272
+101
| +2% | +$9.21K | 0.02% | 347 |
|
|
2021
Q1 | $527K | Sell |
6,171
-238
| -4% | -$20.3K | 0.02% | 337 |
|
|
2020
Q4 | $605K | Buy |
6,409
+13
| +0.2% | +$1.23K | 0.03% | 313 |
|
|
2020
Q3 | $556K | Hold |
6,396
| – | – | 0.03% | 303 |
|
|
2020
Q2 | $559K | Buy |
6,396
+12
| +0.2% | +$1.05K | 0.03% | 295 |
|
|
2020
Q1 | $526K | Sell |
6,384
-234
| -4% | -$19.3K | 0.03% | 274 |
|
|
2019
Q4 | $627K | Sell |
6,618
-185
| -3% | -$17.5K | 0.03% | 290 |
|
|
2019
Q3 | $591K | Buy |
6,803
+5
| +0.1% | +$434 | 0.03% | 285 |
|
|
2019
Q2 | $621K | Sell |
6,798
-710
| -9% | -$64.9K | 0.03% | 276 |
|
|
2019
Q1 | $647K | Sell |
7,508
-17
| -0.2% | -$1.47K | 0.04% | 262 |
|
|
2018
Q4 | $579K | Buy |
7,525
+963
| +15% | +$74.1K | 0.04% | 263 |
|
|
2018
Q3 | $507K | Buy |
6,562
+45
| +0.7% | +$3.48K | 0.03% | 293 |
|
|
2018
Q2 | $441K | Buy |
6,517
+1,072
| +20% | +$72.5K | 0.03% | 318 |
|
|
2018
Q1 | $394K | Buy |
5,445
+1,089
| +25% | +$78.8K | 0.03% | 335 |
|
|
2017
Q4 | $328K | Buy |
4,356
+18
| +0.4% | +$1.36K | 0.02% | 367 |
|
|
2017
Q3 | $334K | Sell |
4,338
-242
| -5% | -$18.6K | 0.02% | 354 |
|
|
2017
Q2 | $343K | Sell |
4,580
-45
| -1% | -$3.37K | 0.02% | 348 |
|
|
2017
Q1 | $308K | Buy |
4,625
+162
| +4% | +$10.8K | 0.02% | 360 |
|
|
2016
Q4 | $291K | Sell |
4,463
-29
| -0.6% | -$1.89K | 0.02% | 355 |
|
|
2016
Q3 | $318K | Buy |
4,492
+41
| +0.9% | +$2.9K | 0.03% | 330 |
|
|
2016
Q2 | $329K | Sell |
4,451
-45
| -1% | -$3.33K | 0.03% | 313 |
|
|
2016
Q1 | $292K | Sell |
4,496
-61
| -1% | -$3.96K | 0.03% | 325 |
|
|
2015
Q4 | $351K | Sell |
4,557
-2
| -0% | -$154 | 0.04% | 302 |
|
|
2015
Q3 | $375K | Sell |
4,559
-65
| -1% | -$5.35K | 0.04% | 267 |
|
|
2015
Q2 | $407K | Buy |
4,624
+308
| +7% | +$27.1K | 0.04% | 263 |
|
|
2015
Q1 | $381K | Sell |
4,316
-117
| -3% | -$10.3K | 0.04% | 276 |
|
|
2014
Q4 | $368K | Buy |
4,433
+117
| +3% | +$9.71K | 0.04% | 279 |
|
|
2014
Q3 | $364K | Hold |
4,316
| – | – | 0.04% | 263 |
|
|
2014
Q2 | $350K | Sell |
4,316
-111
| -3% | -$9K | 0.04% | 281 |
|
|
2014
Q1 | $337K | Buy |
4,427
+32
| +0.7% | +$2.44K | 0.04% | 284 |
|
|
2013
Q4 | $317K | Buy |
+4,395
| New | +$317K | 0.04% | 283 |
|