Circle Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
4,866
-253
| -5% | -$30.6K | 0.01% | 155 |
|
|
2025
Q1 | $571K | Hold |
5,119
| – | – | 0.01% | 155 |
|
|
2024
Q4 | $498K | Buy |
5,119
+294
| +6% | +$28.6K | 0.01% | 173 |
|
|
2024
Q3 | $555K | Sell |
4,825
-405
| -8% | -$46.6K | 0.01% | 162 |
|
|
2024
Q2 | $557K | Hold |
5,230
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $506K | Buy |
5,230
+337
| +7% | +$32.6K | 0.01% | 144 |
|
|
2023
Q4 | $494K | Sell |
4,893
-63
| -1% | -$6.36K | 0.01% | 137 |
|
|
2023
Q3 | $505K | Buy |
4,956
+575
| +13% | +$58.6K | 0.01% | 131 |
|
|
2023
Q2 | $442K | Hold |
4,381
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $403K | Hold |
4,381
| – | – | 0.06% | 118 |
|
|
2022
Q4 | $397K | Hold |
4,381
| – | – | 0.06% | 115 |
|
|
2022
Q3 | $333K | Hold |
4,381
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $370K | Hold |
4,381
| – | – | 0.06% | 123 |
|
|
2022
Q1 | $384K | Buy |
4,381
+550
| +14% | +$48.2K | 0.05% | 141 |
|
|
2021
Q4 | $335K | Hold |
3,831
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $313K | Hold |
3,831
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $350K | Buy |
3,831
+640
| +20% | +$58.5K | 0.05% | 149 |
|
|
2021
Q1 | $273K | Sell |
3,191
-215
| -6% | -$18.4K | 0.04% | 148 |
|
|
2020
Q4 | $322K | Buy |
3,406
+818
| +32% | +$77.3K | 0.05% | 182 |
|
|
2020
Q3 | $225K | Buy |
+2,588
| New | +$225K | 0.04% | 189 |
|