Checchi Capital 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 | $2.11M | Sell |
17,475
-740
| -4% | -$89.5K | 0.12% | 116 |
|
|
2025
Q1 | $2.03M | Buy |
18,215
+903
| +5% | +$101K | 0.11% | 127 |
|
|
2024
Q4 | $1.68M | Sell |
17,312
-250
| -1% | -$24.3K | 0.1% | 130 |
|
|
2024
Q3 | $2.02M | Sell |
17,562
-616
| -3% | -$70.9K | 0.11% | 117 |
|
|
2024
Q2 | $1.94M | Sell |
18,178
-210
| -1% | -$22.4K | 0.1% | 113 |
|
|
2024
Q1 | $1.78M | Sell |
18,388
-168
| -0.9% | -$16.3K | 0.14% | 127 |
|
|
2023
Q4 | $1.87M | Buy |
18,556
+158
| +0.9% | +$16K | 0.15% | 113 |
|
|
2023
Q3 | $1.87M | Buy |
18,398
+413
| +2% | +$42.1K | 0.17% | 104 |
|
|
2023
Q2 | $1.81M | Buy |
17,985
+683
| +4% | +$68.9K | 0.16% | 107 |
|
|
2023
Q1 | $1.59M | Sell |
17,302
-249
| -1% | -$22.9K | 0.15% | 118 |
|
|
2022
Q4 | $1.59M | Sell |
17,551
-136
| -0.8% | -$12.3K | 0.17% | 116 |
|
|
2022
Q3 | $1.34M | Buy |
17,687
+11
| +0.1% | +$836 | 0.13% | 122 |
|
|
2022
Q2 | $1.52M | Buy |
17,676
+1,910
| +12% | +$164K | 0.13% | 117 |
|
|
2022
Q1 | $1.38M | Buy |
15,766
+132
| +0.8% | +$11.6K | 0.12% | 119 |
|
|
2021
Q4 | $1.37M | Sell |
15,634
-79
| -0.5% | -$6.91K | 0.12% | 121 |
|
|
2021
Q3 | $1.29M | Buy |
15,713
+186
| +1% | +$15.2K | 0.13% | 116 |
|
|
2021
Q2 | $1.42M | Sell |
15,527
-1,132
| -7% | -$103K | 0.14% | 115 |
|
|
2021
Q1 | $1.42M | Buy |
16,659
+83
| +0.5% | +$7.1K | 0.14% | 109 |
|
|
2020
Q4 | $1.57M | Sell |
16,576
-776
| -4% | -$73.3K | 0.16% | 99 |
|
|
2020
Q3 | $1.51M | Buy |
17,352
+940
| +6% | +$81.7K | 0.17% | 84 |
|
|
2020
Q2 | $1.43M | Buy |
16,412
+336
| +2% | +$29.3K | 0.17% | 81 |
|
|
2020
Q1 | $1.33M | Buy |
16,076
+1,361
| +9% | +$112K | 0.13% | 75 |
|
|
2019
Q4 | $1.39M | Sell |
14,715
-2,018
| -12% | -$191K | 0.19% | 82 |
|
|
2019
Q3 | $1.45M | Sell |
16,733
-360
| -2% | -$31.3K | 0.19% | 68 |
|
|
2019
Q2 | $1.56M | Sell |
17,093
-2,373
| -12% | -$217K | 0.2% | 70 |
|
|
2019
Q1 | $1.68M | Buy |
19,466
+1,746
| +10% | +$150K | 0.2% | 64 |
|
|
2018
Q4 | $1.36M | Sell |
17,720
-2,836
| -14% | -$218K | 0.18% | 69 |
|
|
2018
Q3 | $1.59M | Sell |
20,556
-1,848
| -8% | -$143K | 0.18% | 70 |
|
|
2018
Q2 | $1.52M | Buy |
22,404
+4,002
| +22% | +$271K | 0.19% | 67 |
|
|
2018
Q1 | $1.33M | Buy |
18,402
+389
| +2% | +$28.2K | 0.18% | 76 |
|
|
2017
Q4 | $1.36M | Buy |
18,013
+78
| +0.4% | +$5.87K | 0.18% | 72 |
|
|
2017
Q3 | $1.38M | Sell |
17,935
-3,095
| -15% | -$238K | 0.14% | 67 |
|
|
2017
Q2 | $1.57M | Buy |
21,030
+3,847
| +22% | +$288K | 0.17% | 60 |
|
|
2017
Q1 | $1.14M | Buy |
17,183
+2,408
| +16% | +$160K | 0.13% | 77 |
|
|
2016
Q4 | $964K | Sell |
14,775
-1,921
| -12% | -$125K | 0.13% | 85 |
|
|
2016
Q3 | $1.18M | Sell |
16,696
-3,193
| -16% | -$226K | 0.13% | 70 |
|
|
2016
Q2 | $1.47M | Buy |
19,889
+1,052
| +6% | +$77.8K | 0.17% | 56 |
|
|
2016
Q1 | $1.22M | Buy |
18,837
+1,116
| +6% | +$72.5K | 0.27% | 66 |
|
|
2015
Q4 | $1.37M | Sell |
17,721
-2,018
| -10% | -$156K | 0.34% | 53 |
|
|
2015
Q3 | $1.63M | Buy |
19,739
+2,445
| +14% | +$201K | 0.44% | 42 |
|
|
2015
Q2 | $1.52M | Buy |
17,294
+1,974
| +13% | +$174K | 0.4% | 52 |
|
|
2015
Q1 | $1.35M | Buy |
15,320
+1,898
| +14% | +$168K | 0.4% | 54 |
|
|
2014
Q4 | $1.11M | Buy |
13,422
+858
| +7% | +$71.2K | 0.42% | 58 |
|
|
2014
Q3 | $1.06M | Buy |
12,564
+1,302
| +12% | +$110K | 0.44% | 52 |
|
|
2014
Q2 | $914K | Buy |
11,262
+2,240
| +25% | +$182K | 0.42% | 54 |
|
|
2014
Q1 | $687K | Sell |
9,022
-39
| -0.4% | -$2.97K | 0.42% | 56 |
|
|
2013
Q4 | $653K | Buy |
+9,061
| New | +$653K | 0.51% | 36 |
|