Concord Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
1,596
+270
| +20% | +$32.7K | 0.03% | 202 |
|
|
2025
Q1 | $148K | Sell |
1,326
-72
| -5% | -$8.03K | 0.02% | 212 |
|
|
2024
Q4 | $136K | Sell |
1,398
-307
| -18% | -$29.9K | 0.02% | 222 |
|
|
2024
Q3 | $196K | Sell |
1,705
-360
| -17% | -$41.4K | 0.03% | 204 |
|
|
2024
Q2 | $220K | Sell |
2,065
-453
| -18% | -$48.2K | 0.04% | 191 |
|
|
2024
Q1 | $244K | Buy |
2,518
+576
| +30% | +$55.7K | 0.04% | 192 |
|
|
2023
Q4 | $196K | Sell |
1,942
-1,261
| -39% | -$127K | 0.04% | 197 |
|
|
2023
Q3 | $326K | Sell |
3,203
-13
| -0.4% | -$1.32K | 0.07% | 147 |
|
|
2023
Q2 | $325K | Buy |
3,216
+193
| +6% | +$19.5K | 0.07% | 142 |
|
|
2023
Q1 | $278K | Sell |
3,023
-430
| -12% | -$39.6K | 0.08% | 123 |
|
|
2022
Q4 | $313K | Sell |
3,453
-457
| -12% | -$41.5K | 0.09% | 119 |
|
|
2022
Q3 | $297K | Buy |
3,910
+90
| +2% | +$6.84K | 0.09% | 124 |
|
|
2022
Q2 | $323K | Sell |
3,820
-1,687
| -31% | -$143K | 0.09% | 128 |
|
|
2022
Q1 | $483K | Buy |
5,507
+95
| +2% | +$8.33K | 0.13% | 106 |
|
|
2021
Q4 | $473K | Buy |
5,412
+3,920
| +263% | +$343K | 0.12% | 107 |
|
|
2021
Q3 | $122K | Sell |
1,492
-1,911
| -56% | -$156K | 0.05% | 118 |
|
|
2021
Q2 | $310K | Buy |
3,403
+694
| +26% | +$63.2K | 0.09% | 96 |
|
|
2021
Q1 | $232K | Buy |
2,709
+930
| +52% | +$79.6K | 0.08% | 113 |
|
|
2020
Q4 | $168K | Buy |
+1,779
| New | +$168K | 0.13% | 84 |
|