Coppell Advisory Solutions’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 |
-551
| Closed | -$53.6K | – | 1348 |
|
|
2024
Q4 | $53.6K | Sell |
551
-53
| -9% | -$5.16K | 0.01% | 560 |
|
|
2024
Q3 | $69.8K | Buy |
604
+183
| +43% | +$21.2K | 0.01% | 461 |
|
|
2024
Q2 | $44.8K | Buy |
+421
| New | +$44.8K | 0.01% | 527 |
|
|
2023
Q4 | $21.1K | Buy |
209
+66
| +46% | +$6.66K | ﹤0.01% | 720 |
|
|
2023
Q3 | $13K | Buy |
143
+119
| +496% | +$10.8K | ﹤0.01% | 569 |
|
|
2023
Q2 | $2.39K | Buy |
+24
| New | +$2.39K | ﹤0.01% | 991 |
|
|
2023
Q1 | – | Sell |
-154
| Closed | -$14K | – | 774 |
|
|
2022
Q4 | $14K | Buy |
+154
| New | +$14K | ﹤0.01% | 555 |
|
|
2020
Q4 | $375K | Buy |
+3,972
| New | +$375K | 0.19% | 121 |
|