Cetera Investment Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
147,261
+20,733
| +16% | +$2.51M | 0.03% | 563 |
|
|
2025
Q1 | $14.1M | Buy |
126,528
+697
| +0.6% | +$77.7K | 0.03% | 601 |
|
|
2024
Q4 | $12.2M | Buy |
125,831
+11,946
| +10% | +$1.16M | 0.03% | 628 |
|
|
2024
Q3 | $13.1M | Buy |
113,885
+4,229
| +4% | +$486K | 0.03% | 588 |
|
|
2024
Q2 | $11.7M | Buy |
109,656
+3,121
| +3% | +$332K | 0.03% | 604 |
|
|
2024
Q1 | $10.3M | Buy |
106,535
+84,777
| +390% | +$8.2M | 0.02% | 665 |
|
|
2023
Q4 | $2.2M | Sell |
21,758
-1,121
| -5% | -$113K | 0.02% | 759 |
|
|
2023
Q3 | $2.33M | Buy |
22,879
+1,094
| +5% | +$111K | 0.02% | 693 |
|
|
2023
Q2 | $2.2M | Buy |
21,785
+3,160
| +17% | +$319K | 0.02% | 727 |
|
|
2023
Q1 | $1.71M | Sell |
18,625
-797
| -4% | -$73.3K | 0.02% | 807 |
|
|
2022
Q4 | $1.76M | Buy |
19,422
+9,498
| +96% | +$862K | 0.02% | 756 |
|
|
2022
Q3 | $754K | Sell |
9,924
-6,781
| -41% | -$515K | 0.02% | 830 |
|
|
2022
Q2 | $1.41M | Buy |
16,705
+811
| +5% | +$68.6K | 0.02% | 653 |
|
|
2022
Q1 | $1.4M | Sell |
15,894
-582
| -4% | -$51.1K | 0.02% | 695 |
|
|
2021
Q4 | $1.44M | Sell |
16,476
-233
| -1% | -$20.4K | 0.02% | 667 |
|
|
2021
Q3 | $1.37M | Sell |
16,709
-836
| -5% | -$68.3K | 0.02% | 659 |
|
|
2021
Q2 | $1.6M | Buy |
17,545
+629
| +4% | +$57.4K | 0.03% | 597 |
|
|
2021
Q1 | $1.45M | Sell |
16,916
-1,665
| -9% | -$142K | 0.03% | 524 |
|
|
2020
Q4 | $1.76M | Buy |
18,581
+16,045
| +633% | +$1.52M | 0.03% | 464 |
|
|
2020
Q3 | $220K | Sell |
2,536
-249
| -9% | -$21.6K | 0.02% | 575 |
|
|
2020
Q2 | $243K | Sell |
2,785
-49
| -2% | -$4.28K | 0.02% | 532 |
|
|
2020
Q1 | $234K | Sell |
2,834
-76
| -3% | -$6.28K | 0.03% | 455 |
|
|
2019
Q4 | $269K | Buy |
2,910
+135
| +5% | +$12.5K | 0.03% | 471 |
|
|
2019
Q3 | $240K | Buy |
2,775
+9
| +0.3% | +$778 | 0.03% | 457 |
|
|
2019
Q2 | $253K | Buy |
2,766
+186
| +7% | +$17K | 0.03% | 430 |
|
|
2019
Q1 | $222K | Buy |
+2,580
| New | +$222K | 0.03% | 436 |
|
|
2018
Q4 | – | Sell |
-2,753
| Closed | -$212K | – | 492 |
|
|
2018
Q3 | $212K | Buy |
+2,753
| New | +$212K | 0.03% | 448 |
|
|
2017
Q4 | – | Sell |
-3,038
| Closed | -$233K | – | 416 |
|
|
2017
Q3 | $233K | Sell |
3,038
-155
| -5% | -$11.9K | 0.05% | 341 |
|
|
2017
Q2 | $241K | Buy |
+3,193
| New | +$241K | 0.06% | 327 |
|