Centerpoint Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$12K | – | 431 |
|
|
2024
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $14K | Hold |
125
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $13K | Hold |
125
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $12K | Hold |
125
| – | – | ﹤0.01% | 315 |
|
|
2023
Q4 | $13K | Hold |
125
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $13K | Buy |
+125
| New | +$13K | 0.01% | 310 |
|
|
2022
Q2 | – | Sell |
-288
| Closed | -$25K | – | 426 |
|
|
2022
Q1 | $25K | Buy |
288
+1
| +0.3% | +$87 | 0.01% | 181 |
|
|
2021
Q4 | $25K | Buy |
287
+7
| +3% | +$610 | 0.01% | 165 |
|
|
2021
Q3 | $23K | Hold |
280
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $26K | Hold |
280
| – | – | 0.01% | 160 |
|
|
2021
Q1 | $24K | Hold |
280
| – | – | 0.01% | 131 |
|
|
2020
Q4 | $26K | Hold |
280
| – | – | 0.02% | 123 |
|
|
2020
Q3 | $24K | Hold |
280
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $24K | Hold |
280
| – | – | 0.02% | 113 |
|
|
2020
Q1 | $23K | Hold |
280
| – | – | 0.02% | 109 |
|
|
2019
Q4 | $27K | Hold |
280
| – | – | 0.02% | 130 |
|
|
2019
Q3 | $24K | Hold |
280
| – | – | 0.02% | 127 |
|
|
2019
Q2 | $26K | Sell |
280
-32
| -10% | -$2.97K | 0.02% | 121 |
|
|
2019
Q1 | $27K | Hold |
312
| – | – | 0.02% | 118 |
|
|
2018
Q4 | $24K | Buy |
+312
| New | +$24K | 0.02% | 120 |
|