Continuum Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,010
| Closed | -$113K | – | 1187 |
|
|
2025
Q1 | $113K | Sell |
1,010
-11
| -1% | -$1.23K | 0.01% | 498 |
|
|
2024
Q4 | $99.4K | Buy |
1,021
+95
| +10% | +$9.24K | 0.01% | 518 |
|
|
2024
Q3 | $95.7K | Sell |
926
-109
| -11% | -$11.3K | 0.01% | 530 |
|
|
2024
Q2 | $110K | Sell |
1,035
-11
| -1% | -$1.17K | 0.02% | 473 |
|
|
2024
Q1 | $105K | Sell |
1,046
-6,278
| -86% | -$629K | 0.02% | 475 |
|
|
2023
Q4 | $738K | Sell |
7,324
-900
| -11% | -$90.7K | 0.11% | 219 |
|
|
2023
Q3 | $838K | Sell |
8,224
-231
| -3% | -$23.5K | 0.13% | 186 |
|
|
2023
Q2 | $853K | Buy |
8,455
+697
| +9% | +$70.3K | 0.14% | 185 |
|
|
2023
Q1 | $714K | Sell |
7,758
-24
| -0.3% | -$2.21K | 0.12% | 199 |
|
|
2022
Q4 | $706K | Sell |
7,782
-410
| -5% | -$37.2K | 0.13% | 197 |
|
|
2022
Q3 | $623K | Sell |
8,192
-135
| -2% | -$10.3K | 0.11% | 198 |
|
|
2022
Q2 | $704K | Buy |
8,327
+4,534
| +120% | +$383K | 0.13% | 197 |
|
|
2022
Q1 | $334K | Buy |
+3,793
| New | +$334K | 0.06% | 300 |
|
|
2019
Q1 | – | Sell |
-4,766
| Closed | -$366K | – | 149 |
|
|
2018
Q4 | $366K | Sell |
4,766
-1,357
| -22% | -$104K | 0.27% | 96 |
|
|
2018
Q3 | $474K | Sell |
6,123
-105
| -2% | -$8.13K | 0.32% | 74 |
|
|
2018
Q2 | $422K | Buy |
6,228
+887
| +17% | +$60.1K | 0.31% | 77 |
|
|
2018
Q1 | $387K | Sell |
5,341
-89
| -2% | -$6.45K | 0.32% | 80 |
|
|
2017
Q4 | $409K | Buy |
5,430
+252
| +5% | +$19K | 0.31% | 91 |
|
|
2017
Q3 | $398K | Buy |
5,178
+149
| +3% | +$11.5K | 0.35% | 84 |
|
|
2017
Q2 | $376K | Buy |
5,029
+835
| +20% | +$62.4K | 0.37% | 85 |
|
|
2017
Q1 | $279K | Buy |
+4,194
| New | +$279K | 0.33% | 86 |
|