Claro Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,210
+91
| +4% | +$11K | 0.04% | 317 |
|
|
2025
Q1 | $236K | Sell |
2,119
-1,835
| -46% | -$205K | 0.03% | 442 |
|
|
2024
Q4 | $385K | Sell |
3,954
-684
| -15% | -$66.6K | 0.05% | 295 |
|
|
2024
Q3 | $533K | Buy |
+4,638
| New | +$533K | 0.07% | 257 |
|
|
2022
Q4 | – | Sell |
-4,695
| Closed | -$397K | – | 342 |
|
|
2022
Q3 | $397K | Hold |
4,695
| – | – | 0.16% | 154 |
|
|
2022
Q2 | $397K | Buy |
4,695
+1,828
| +64% | +$155K | 0.16% | 154 |
|
|
2022
Q1 | $251K | Hold |
2,867
| – | – | 0.09% | 225 |
|
|
2021
Q4 | $251K | Sell |
2,867
-77
| -3% | -$6.74K | 0.09% | 225 |
|
|
2021
Q3 | $241K | Buy |
2,944
+243
| +9% | +$19.9K | 0.1% | 211 |
|
|
2021
Q2 | $246K | Sell |
2,701
-1
| -0% | -$91 | 0.11% | 195 |
|
|
2021
Q1 | $231K | Buy |
2,702
+190
| +8% | +$16.2K | 0.12% | 186 |
|
|
2020
Q4 | $237K | Sell |
2,512
-668
| -21% | -$63K | 0.13% | 181 |
|
|
2020
Q3 | $277K | Buy |
3,180
+107
| +3% | +$9.32K | 0.18% | 147 |
|
|
2020
Q2 | $268K | Buy |
3,073
+301
| +11% | +$26.3K | 0.18% | 141 |
|
|
2020
Q1 | $229K | Buy |
2,772
+289
| +12% | +$23.9K | 0.21% | 137 |
|
|
2019
Q4 | $235K | Buy |
2,483
+44
| +2% | +$4.16K | 0.18% | 141 |
|
|
2019
Q3 | $212K | Buy |
2,439
+65
| +3% | +$5.65K | 0.19% | 150 |
|
|
2019
Q2 | $217K | Sell |
2,374
-366
| -13% | -$33.5K | 0.2% | 144 |
|
|
2019
Q1 | $236K | Buy |
2,740
+1,127
| +70% | +$97.1K | 0.23% | 127 |
|
|
2018
Q4 | $125K | Buy |
+1,613
| New | +$125K | 0.1% | 187 |
|