Carolinas Wealth Consulting’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-202
| Closed | -$22.5K | – | 640 |
|
|
2025
Q1 | $22.5K | Buy |
202
+4
| +2% | +$446 | ﹤0.01% | 446 |
|
|
2024
Q4 | $19.3K | Hold |
198
| – | – | ﹤0.01% | 472 |
|
|
2024
Q3 | $22.8K | Sell |
198
-25
| -11% | -$2.88K | ﹤0.01% | 466 |
|
|
2024
Q2 | $23.7K | Buy |
223
+9
| +4% | +$955 | ﹤0.01% | 458 |
|
|
2024
Q1 | $20.7K | Buy |
214
+38
| +22% | +$3.67K | ﹤0.01% | 479 |
|
|
2023
Q4 | $17.8K | Hold |
176
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $16.5K | Sell |
176
-235
| -57% | -$22K | ﹤0.01% | 456 |
|
|
2023
Q2 | $41.5K | Sell |
411
-406
| -50% | -$41K | 0.01% | 376 |
|
|
2023
Q1 | $75.1K | Buy |
817
+407
| +99% | +$37.4K | 0.02% | 303 |
|
|
2022
Q4 | $37.2K | Buy |
410
+40
| +11% | +$3.63K | 0.01% | 392 |
|
|
2022
Q3 | $28K | Hold |
370
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $31K | Buy |
370
+220
| +147% | +$18.4K | 0.01% | 393 |
|
|
2022
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $13K | Buy |
150
+70
| +88% | +$6.07K | ﹤0.01% | 579 |
|
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 633 |
|
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 660 |
|
|
2021
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 663 |
|
|
2020
Q4 | – | Sell |
-185
| Closed | -$16K | – | 981 |
|
|
2020
Q3 | $16K | Sell |
185
-25
| -12% | -$2.16K | 0.01% | 416 |
|
|
2020
Q2 | $18K | Buy |
+210
| New | +$18K | 0.01% | 294 |
|