Cornerstone Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
3,685
-52
| -1% | -$6.29K | 0.03% | 412 |
|
|
2025
Q1 | $417K | Buy |
3,737
+498
| +15% | +$55.5K | 0.03% | 410 |
|
|
2024
Q4 | $315K | Buy |
3,239
+580
| +22% | +$56.4K | 0.02% | 456 |
|
|
2024
Q3 | $306K | Buy |
2,659
+145
| +6% | +$16.7K | 0.02% | 453 |
|
|
2024
Q2 | $268K | Buy |
2,514
+16
| +0.6% | +$1.7K | 0.02% | 458 |
|
|
2024
Q1 | $242K | Hold |
2,498
| – | – | 0.02% | 479 |
|
|
2023
Q4 | $252K | Buy |
2,498
+71
| +3% | +$7.17K | 0.02% | 449 |
|
|
2023
Q3 | $247K | Buy |
2,427
+26
| +1% | +$2.65K | 0.02% | 460 |
|
|
2023
Q2 | $242K | Sell |
2,401
-394
| -14% | -$39.8K | 0.02% | 447 |
|
|
2023
Q1 | $257K | Buy |
+2,795
| New | +$257K | 0.03% | 399 |
|
|
2022
Q3 | $234K | Buy |
3,075
+177
| +6% | +$13.5K | 0.03% | 392 |
|
|
2022
Q2 | $245K | Sell |
2,898
-239
| -8% | -$20.2K | 0.03% | 389 |
|
|
2022
Q1 | $275K | Sell |
3,137
-104
| -3% | -$9.12K | 0.03% | 380 |
|
|
2021
Q4 | $283K | Buy |
3,241
+338
| +12% | +$29.5K | 0.03% | 404 |
|
|
2021
Q3 | $237K | Buy |
2,903
+156
| +6% | +$12.7K | 0.03% | 403 |
|
|
2021
Q2 | $251K | Buy |
2,747
+121
| +5% | +$11.1K | 0.03% | 400 |
|
|
2021
Q1 | $224K | Sell |
2,626
-723
| -22% | -$61.7K | 0.03% | 407 |
|
|
2020
Q4 | $316K | Sell |
3,349
-48
| -1% | -$4.53K | 0.04% | 326 |
|
|
2020
Q3 | $295K | Sell |
3,397
-200
| -6% | -$17.4K | 0.04% | 308 |
|
|
2020
Q2 | $314K | Buy |
3,597
+53
| +1% | +$4.63K | 0.05% | 278 |
|
|
2020
Q1 | $292K | Sell |
3,544
-68
| -2% | -$5.6K | 0.06% | 263 |
|
|
2019
Q4 | $342K | Buy |
3,612
+72
| +2% | +$6.82K | 0.06% | 250 |
|
|
2019
Q3 | $308K | Sell |
3,540
-155
| -4% | -$13.5K | 0.05% | 263 |
|
|
2019
Q2 | $336K | Sell |
3,695
-701
| -16% | -$63.7K | 0.06% | 259 |
|
|
2019
Q1 | $1.27M | Sell |
4,396
-68
| -2% | -$19.6K | 0.15% | 157 |
|
|
2018
Q4 | $344K | Sell |
4,464
-286,746
| -98% | -$22.1M | 0.07% | 244 |
|
|
2018
Q3 | $3.05M | Buy |
291,210
+9,097
| +3% | +$95.4K | 0.04% | 386 |
|
|
2018
Q2 | $3.38M | Buy |
282,113
+278,445
| +7,591% | +$3.34M | 0.04% | 398 |
|
|
2018
Q1 | $261K | Buy |
3,668
+280
| +8% | +$19.9K | 0.05% | 318 |
|
|
2017
Q4 | $259K | Sell |
3,388
-20
| -0.6% | -$1.53K | 0.05% | 331 |
|
|
2017
Q3 | $258K | Buy |
3,408
+644
| +23% | +$48.8K | 0.05% | 308 |
|
|
2017
Q2 | $203K | Buy |
+2,764
| New | +$203K | 0.05% | 356 |
|