Capital Investment Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
3,249
+1
| +0% | +$121 | 0.03% | 396 |
|
|
2025
Q1 | $362K | Buy |
3,248
+116
| +4% | +$12.9K | 0.03% | 383 |
|
|
2024
Q4 | $305K | Sell |
3,132
-8
| -0.3% | -$779 | 0.03% | 394 |
|
|
2024
Q3 | $361K | Sell |
3,140
-74
| -2% | -$8.51K | 0.03% | 371 |
|
|
2024
Q2 | $342K | Sell |
3,214
-16
| -0.5% | -$1.7K | 0.04% | 365 |
|
|
2024
Q1 | $312K | Sell |
3,230
-62
| -2% | -$6K | 0.03% | 388 |
|
|
2023
Q4 | $332K | Sell |
3,292
-323
| -9% | -$32.6K | 0.03% | 373 |
|
|
2023
Q3 | $368K | Sell |
3,615
-62
| -2% | -$6.32K | 0.04% | 335 |
|
|
2023
Q2 | $371K | Buy |
3,677
+151
| +4% | +$15.2K | 0.04% | 326 |
|
|
2023
Q1 | $324K | Sell |
3,526
-714
| -17% | -$65.7K | 0.04% | 345 |
|
|
2022
Q4 | $385K | Sell |
4,240
-100
| -2% | -$9.07K | 0.05% | 327 |
|
|
2022
Q3 | $330K | Sell |
4,340
-284
| -6% | -$21.6K | 0.04% | 336 |
|
|
2022
Q2 | $391K | Buy |
4,624
+28
| +0.6% | +$2.37K | 0.05% | 307 |
|
|
2022
Q1 | $403K | Buy |
4,596
+126
| +3% | +$11K | 0.04% | 331 |
|
|
2021
Q4 | $391K | Sell |
4,470
-99
| -2% | -$8.66K | 0.05% | 322 |
|
|
2021
Q3 | $374K | Buy |
4,569
+155
| +4% | +$12.7K | 0.05% | 317 |
|
|
2021
Q2 | $403K | Sell |
4,414
-125
| -3% | -$11.4K | 0.05% | 315 |
|
|
2021
Q1 | $388K | Sell |
4,539
-199
| -4% | -$17K | 0.05% | 290 |
|
|
2020
Q4 | $447K | Buy |
4,738
+90
| +2% | +$8.49K | 0.07% | 264 |
|
|
2020
Q3 | $404K | Sell |
4,648
-371
| -7% | -$32.2K | 0.08% | 233 |
|
|
2020
Q2 | $438K | Buy |
5,019
+329
| +7% | +$28.7K | 0.09% | 195 |
|
|
2020
Q1 | $387K | Buy |
4,690
+30
| +0.6% | +$2.48K | 0.09% | 195 |
|
|
2019
Q4 | $441K | Buy |
4,660
+342
| +8% | +$32.4K | 0.12% | 178 |
|
|
2019
Q3 | $375K | Sell |
4,318
-18
| -0.4% | -$1.56K | 0.1% | 181 |
|
|
2019
Q2 | $408K | Buy |
4,336
+2,996
| +224% | +$282K | 0.12% | 173 |
|
|
2019
Q1 | $115K | Hold |
1,340
| – | – | 0.04% | 302 |
|
|
2018
Q4 | $103K | Buy |
+1,340
| New | +$103K | 0.04% | 288 |
|