Cohen Investment 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 | $436K | Sell |
3,603
-255
| -7% | -$30.9K | 0.23% | 61 |
|
|
2025
Q1 | $430K | Buy |
3,858
+44
| +1% | +$4.91K | 0.25% | 66 |
|
|
2024
Q4 | $371K | Buy |
3,814
+116
| +3% | +$11.3K | 0.22% | 70 |
|
|
2024
Q3 | $425K | Sell |
3,698
-1,299
| -26% | -$149K | 0.26% | 63 |
|
|
2024
Q2 | $509K | Buy |
4,997
+1,127
| +29% | +$115K | 0.41% | 49 |
|
|
2024
Q1 | $374K | Sell |
3,870
-688
| -15% | -$66.6K | 0.24% | 64 |
|
|
2023
Q4 | $460K | Sell |
4,558
-439
| -9% | -$44.3K | 0.34% | 53 |
|
|
2023
Q3 | $509K | Sell |
4,997
-413
| -8% | -$42.1K | 0.41% | 49 |
|
|
2023
Q2 | $546K | Buy |
5,410
+16
| +0.3% | +$1.62K | 0.44% | 52 |
|
|
2023
Q1 | $496K | Buy |
5,394
+211
| +4% | +$19.4K | 0.39% | 58 |
|
|
2022
Q4 | $470K | Buy |
5,183
+256
| +5% | +$23.2K | 0.39% | 57 |
|
|
2022
Q3 | $375K | Buy |
4,927
+81
| +2% | +$6.17K | 0.34% | 62 |
|
|
2022
Q2 | $410K | Sell |
4,846
-47
| -1% | -$3.98K | 0.35% | 63 |
|
|
2022
Q1 | $429K | Buy |
4,893
+66
| +1% | +$5.79K | 0.32% | 66 |
|
|
2021
Q4 | $422K | Buy |
4,827
+64
| +1% | +$5.6K | 0.3% | 64 |
|
|
2021
Q3 | $390K | Buy |
4,763
+27
| +0.6% | +$2.21K | 0.3% | 65 |
|
|
2021
Q2 | $432K | Buy |
4,736
+57
| +1% | +$5.2K | 0.34% | 60 |
|
|
2021
Q1 | $400K | Sell |
4,679
-37
| -0.8% | -$3.16K | 0.32% | 66 |
|
|
2020
Q4 | $445K | Buy |
+4,716
| New | +$445K | 0.4% | 51 |
|