Concourse Financial Group Securities’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,981
| Closed | -$194K | – | 5579 |
|
|
2024
Q4 | $194K | Buy |
1,981
+896
| +83% | +$88K | 0.01% | 729 |
|
|
2024
Q3 | $125K | Sell |
1,085
-131
| -11% | -$15.1K | 0.01% | 881 |
|
|
2024
Q2 | $129K | Sell |
1,216
-2,091
| -63% | -$223K | 0.01% | 845 |
|
|
2024
Q1 | $332K | Sell |
3,307
-18
| -0.5% | -$1.81K | 0.02% | 525 |
|
|
2023
Q4 | $336K | Sell |
3,325
-459
| -12% | -$46.3K | 0.02% | 516 |
|
|
2023
Q3 | $385K | Sell |
3,784
-69
| -2% | -$7.03K | 0.03% | 463 |
|
|
2023
Q2 | $389K | Sell |
3,853
-2,401
| -38% | -$242K | 0.03% | 479 |
|
|
2023
Q1 | $575K | Sell |
6,254
-43
| -0.7% | -$3.96K | 0.04% | 407 |
|
|
2022
Q4 | $571K | Sell |
6,297
-469
| -7% | -$42.5K | 0.05% | 384 |
|
|
2022
Q3 | $514K | Sell |
6,766
-377
| -5% | -$28.6K | 0.05% | 348 |
|
|
2022
Q2 | $604K | Buy |
7,143
+431
| +6% | +$36.4K | 0.05% | 356 |
|
|
2022
Q1 | $589K | Sell |
6,712
-5,214
| -44% | -$458K | 0.04% | 386 |
|
|
2021
Q4 | $1.04M | Buy |
11,926
+1,458
| +14% | +$128K | 0.06% | 315 |
|
|
2021
Q3 | $856K | Buy |
10,468
+1,720
| +20% | +$141K | 0.05% | 348 |
|
|
2021
Q2 | $798K | Buy |
8,748
+1,417
| +19% | +$129K | 0.05% | 345 |
|
|
2021
Q1 | $627K | Sell |
7,331
-142
| -2% | -$12.1K | 0.04% | 375 |
|
|
2020
Q4 | $706K | Buy |
7,473
+3,295
| +79% | +$311K | 0.05% | 315 |
|
|
2020
Q3 | $363K | Buy |
4,178
+2,427
| +139% | +$211K | 0.03% | 394 |
|
|
2020
Q2 | $153K | Sell |
1,751
-102
| -6% | -$8.91K | 0.01% | 581 |
|
|
2020
Q1 | $153K | Buy |
1,853
+128
| +7% | +$10.6K | 0.02% | 529 |
|
|
2019
Q4 | $163K | Buy |
1,725
+1,171
| +211% | +$111K | 0.02% | 554 |
|
|
2019
Q3 | $48K | Sell |
554
-1,766
| -76% | -$153K | 0.01% | 633 |
|
|
2019
Q2 | $212K | Sell |
2,320
-309
| -12% | -$28.2K | 0.02% | 459 |
|
|
2019
Q1 | $226K | Buy |
2,629
+1,011
| +62% | +$86.9K | 0.02% | 443 |
|
|
2018
Q4 | $124K | Buy |
1,618
+923
| +133% | +$70.7K | 0.01% | 575 |
|
|
2018
Q3 | $54K | Buy |
+695
| New | +$54K | 0.02% | 576 |
|