Center for Financial Planning’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Hold |
210
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $23.4K | Hold |
210
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $20.4K | Hold |
210
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $24.2K | Hold |
210
| – | – | ﹤0.01% | 316 |
|
|
2024
Q2 | $22.4K | Hold |
210
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $20.3K | Hold |
210
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $21.2K | Hold |
210
| – | – | ﹤0.01% | 305 |
|
|
2023
Q3 | $21.4K | Buy |
210
+110
| +110% | +$11.2K | ﹤0.01% | 298 |
|
|
2023
Q2 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $9.2K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $9.07K | Sell |
100
-60
| -38% | -$5.44K | ﹤0.01% | 366 |
|
|
2022
Q3 | $12K | Buy |
160
+60
| +60% | +$4.5K | ﹤0.01% | 338 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $9K | Sell |
100
-632
| -86% | -$56.9K | ﹤0.01% | 393 |
|
|
2021
Q3 | $60K | Hold |
732
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $67K | Hold |
732
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $63K | Hold |
732
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $69K | Buy |
732
+632
| +632% | +$59.6K | 0.02% | 179 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2020
Q2 | $9K | Sell |
100
-64
| -39% | -$5.76K | ﹤0.01% | 316 |
|
|
2020
Q1 | $14K | Buy |
164
+64
| +64% | +$5.46K | ﹤0.01% | 289 |
|
|
2019
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 320 |
|