Clearstead Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.3M | Buy |
34,728
+15,598
| +82% | +$2.39M | 0.05% | 226 |
|
|
2025
Q4 | $2.64M | Buy |
19,130
+112
| +0.6% | +$14.7K | 0.03% | 284 |
|
|
2025
Q3 | $2.44M | Sell |
19,018
-26
| -0.1% | -$3.17K | 0.04% | 290 |
|
|
2025
Q2 | $2.3M | Buy |
19,044
+128
| +0.7% | +$14.4K | 0.03% | 292 |
|
|
2025
Q1 | $2.11M | Sell |
18,916
-107
| -0.6% | -$11.4K | 0.03% | 293 |
|
|
2024
Q4 | $1.85M | Sell |
19,023
-628
| -3% | -$67K | 0.03% | 304 |
|
|
2024
Q3 | $2.26M | Sell |
19,651
-2,009
| -9% | -$228K | 0.04% | 278 |
|
|
2024
Q2 | $2.31M | Buy |
21,660
+262
| +1% | +$26.3K | 0.04% | 260 |
|
|
2024
Q1 | $2.19M | Hold |
21,398
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $2.16M | Sell |
21,398
-24,394
| -53% | -$2.35M | 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% | +$9K | 0.14% | 124 |
|
|
2023
Q1 | $2.1M | Hold |
22,784
| – | – | 0.15% | 116 |
|
|
2022
Q4 | $2.07M | Sell |
22,784
-1,300
| -5% | -$109K | 0.16% | 117 |
|
|
2022
Q3 | $1.83M | Sell |
24,084
-330
| -1% | -$27.4K | 0.17% | 112 |
|
|
2022
Q2 | $2.06M | Hold |
24,414
| – | – | 0.16% | 116 |
|
|
2022
Q1 | $2.14M | Hold |
24,414
| – | – | 0.15% | 121 |
|
|
2021
Q4 | $2.13M | Sell |
24,414
-304
| -1% | -$25.2K | 0.15% | 118 |
|
|
2021
Q3 | $2.02M | Sell |
24,718
-420
| -2% | -$37.8K | 0.15% | 116 |
|
|
2021
Q2 | $2.29M | Sell |
25,138
-3,061
| -11% | -$273K | 0.18% | 106 |
|
|
2021
Q1 | $2.41M | Buy |
28,199
+76
| +0.3% | +$6.82K | 0.2% | 93 |
|
|
2020
Q4 | $2.66M | Buy |
28,123
+98
| +0.3% | +$8.56K | 0.24% | 82 |
|
|
2020
Q3 | $2.44M | Sell |
28,025
-679
| -2% | -$58.8K | 0.26% | 77 |
|
|
2020
Q2 | $2.51M | Buy |
28,704
+10,460
| +57% | +$903K | 0.29% | 71 |
|
|
2020
Q1 | $1.5M | Sell |
18,244
-370
| -2% | -$33K | 0.22% | 86 |
|
|
2019
Q4 | $1.76M | Sell |
18,614
-166
| -0.9% | -$14.9K | 0.21% | 92 |
|
|
2019
Q3 | $1.63M | Sell |
18,780
-3,591
| -16% | -$322K | 0.22% | 90 |
|
|
2019
Q2 | $2.04M | Sell |
22,371
-3,355
| -13% | -$284K | 0.27% | 74 |
|
|
2019
Q1 | $2.22M | Sell |
25,726
-38
| -0.1% | -$3.05K | 0.31% | 66 |
|
|
2018
Q4 | $1.98M | Buy |
25,764
+722
| +3% | +$56.2K | 0.31% | 66 |
|
|
2018
Q3 | $1.93M | Buy |
25,042
+670
| +3% | +$49.5K | 0.27% | 66 |
|
|
2018
Q2 | $1.65M | Sell |
24,372
-43
| -0.2% | -$2.97K | 0.24% | 72 |
|
|
2018
Q1 | $1.77M | Buy |
24,415
+1,055
| +5% | +$80.3K | 0.26% | 68 |
|
|
2017
Q4 | $1.76M | Sell |
23,360
-1,356
| -5% | -$102K | 0.24% | 73 |
|
|
2017
Q3 | $1.9M | Buy |
24,716
+806
| +3% | +$60.9K | 0.25% | 74 |
|
|
2017
Q2 | $1.79M | Buy |
23,910
+667
| +3% | +$47.3K | 0.26% | 71 |
|
|
2017
Q1 | $1.55M | Buy |
23,243
+106
| +0.5% | +$7.06K | 0.22% | 77 |
|
|
2016
Q4 | $1.51M | Buy |
+23,137
| New | +$1.5M | 0.24% | 72 |
|
Other funds holding NVS
