CA
Clearstead Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
19,044
+128
| +0.7% | +$15.5K | 0.03% | 290 |
|
|
2025
Q1 | $2.11M | Sell |
18,916
-107
| -0.6% | -$11.9K | 0.03% | 291 |
|
|
2024
Q4 | $1.85M | Sell |
19,023
-628
| -3% | -$61.1K | 0.03% | 303 |
|
|
2024
Q3 | $2.26M | Sell |
19,651
-2,009
| -9% | -$231K | 0.04% | 277 |
|
|
2024
Q2 | $2.31M | Buy |
21,660
+262
| +1% | +$27.9K | 0.04% | 260 |
|
|
2024
Q1 | $2.19M | Hold |
21,398
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $2.16M | Sell |
21,398
-24,394
| -53% | -$2.46M | 0.11% | 142 |
|
|
2023
Q3 | $4.66M | Buy |
45,792
+22,918
| +100% | +$2.33M | 0.14% | 124 |
|
|
2023
Q2 | $2.31M | Buy |
22,874
+90
| +0.4% | +$9.08K | 0.14% | 124 |
|
|
2023
Q1 | $2.1M | Hold |
22,784
| – | – | 0.15% | 116 |
|
|
2022
Q4 | $2.07M | Sell |
22,784
-1,300
| -5% | -$118K | 0.16% | 117 |
|
|
2022
Q3 | $1.83M | Sell |
24,084
-330
| -1% | -$25.1K | 0.17% | 111 |
|
|
2022
Q2 | $2.06M | Hold |
24,414
| – | – | 0.16% | 115 |
|
|
2022
Q1 | $2.14M | Hold |
24,414
| – | – | 0.15% | 120 |
|
|
2021
Q4 | $2.14M | Sell |
24,414
-304
| -1% | -$26.6K | 0.15% | 117 |
|
|
2021
Q3 | $2.02M | Sell |
24,718
-420
| -2% | -$34.3K | 0.15% | 115 |
|
|
2021
Q2 | $2.29M | Sell |
25,138
-3,061
| -11% | -$279K | 0.18% | 106 |
|
|
2021
Q1 | $2.41M | Buy |
28,199
+76
| +0.3% | +$6.5K | 0.2% | 93 |
|
|
2020
Q4 | $2.66M | Buy |
28,123
+98
| +0.3% | +$9.26K | 0.24% | 82 |
|
|
2020
Q3 | $2.44M | Sell |
28,025
-679
| -2% | -$59K | 0.26% | 77 |
|
|
2020
Q2 | $2.51M | Buy |
28,704
+10,460
| +57% | +$914K | 0.29% | 71 |
|
|
2020
Q1 | $1.5M | Sell |
18,244
-370
| -2% | -$30.5K | 0.22% | 85 |
|
|
2019
Q4 | $1.76M | Sell |
18,614
-166
| -0.9% | -$15.7K | 0.21% | 92 |
|
|
2019
Q3 | $1.63M | Sell |
18,780
-3,591
| -16% | -$312K | 0.22% | 90 |
|
|
2019
Q2 | $2.04M | Sell |
22,371
-681
| -3% | -$62.2K | 0.27% | 74 |
|
|
2019
Q1 | $2.22M | Sell |
23,052
-34
| -0.1% | -$3.27K | 0.31% | 66 |
|
|
2018
Q4 | $1.98M | Buy |
23,086
+647
| +3% | +$55.5K | 0.31% | 66 |
|
|
2018
Q3 | $1.93M | Buy |
22,439
+600
| +3% | +$51.7K | 0.27% | 66 |
|
|
2018
Q2 | $1.65M | Sell |
21,839
-38
| -0.2% | -$2.87K | 0.24% | 72 |
|
|
2018
Q1 | $1.77M | Buy |
21,877
+945
| +5% | +$76.4K | 0.26% | 68 |
|
|
2017
Q4 | $1.76M | Sell |
20,932
-1,215
| -5% | -$102K | 0.24% | 73 |
|
|
2017
Q3 | $1.9M | Buy |
22,147
+722
| +3% | +$62K | 0.25% | 74 |
|
|
2017
Q2 | $1.79M | Buy |
21,425
+598
| +3% | +$49.9K | 0.26% | 71 |
|
|
2017
Q1 | $1.55M | Buy |
20,827
+95
| +0.5% | +$7.06K | 0.22% | 77 |
|
|
2016
Q4 | $1.51M | Buy |
+20,732
| New | +$1.51M | 0.24% | 72 |
|