Chicago Partners Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
2,537
+42
| +2% | +$4.96K | 0.01% | 841 |
|
|
2025
Q1 | $279K | Buy |
2,495
+107
| +4% | +$12K | 0.01% | 718 |
|
|
2024
Q4 | $239K | Buy |
+2,388
| New | +$239K | 0.01% | 748 |
|
|
2018
Q4 | – | Sell |
-2,871
| Closed | -$222K | – | 714 |
|
|
2018
Q3 | $222K | Buy |
2,871
+820
| +40% | +$63.4K | 0.03% | 281 |
|
|
2018
Q2 | $139K | Buy |
2,051
+78
| +4% | +$5.29K | 0.02% | 334 |
|
|
2018
Q1 | $143K | Buy |
1,973
+12
| +0.6% | +$870 | 0.02% | 299 |
|
|
2017
Q4 | $148K | Buy |
1,961
+5
| +0.3% | +$377 | 0.02% | 301 |
|
|
2017
Q3 | $150K | Sell |
1,956
-1,077
| -36% | -$82.6K | 0.03% | 293 |
|
|
2017
Q2 | $215K | Buy |
3,033
+1,793
| +145% | +$127K | 0.06% | 187 |
|
|
2017
Q1 | $83K | Sell |
1,240
-992
| -44% | -$66.4K | 0.02% | 268 |
|
|
2016
Q4 | $146K | Hold |
2,232
| – | – | 0.05% | 202 |
|
|
2016
Q3 | $158K | Buy |
+2,232
| New | +$158K | 0.06% | 192 |
|