CreativeOne Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,457
-20
| -0.8% | -$2.42K | 0.01% | 920 |
|
|
2025
Q1 | $276K | Buy |
2,477
+197
| +9% | +$22K | 0.01% | 890 |
|
|
2024
Q4 | $222K | Sell |
2,280
-4,492
| -66% | -$437K | 0.01% | 985 |
|
|
2024
Q3 | $779K | Buy |
+6,772
| New | +$779K | 0.03% | 502 |
|
|
2024
Q2 | – | Sell |
-6,239
| Closed | -$604K | – | 873 |
|
|
2024
Q1 | $604K | Buy |
+6,239
| New | +$604K | 0.02% | 512 |
|
|
2023
Q3 | – | Sell |
-4,078
| Closed | -$412K | – | 747 |
|
|
2023
Q2 | $412K | Sell |
4,078
-373
| -8% | -$37.7K | 0.02% | 549 |
|
|
2023
Q1 | $410K | Buy |
4,451
+1,466
| +49% | +$135K | 0.02% | 523 |
|
|
2022
Q4 | $271K | Buy |
+2,985
| New | +$271K | 0.01% | 602 |
|
|
2022
Q3 | – | Sell |
-2,596
| Closed | -$219K | – | 750 |
|
|
2022
Q2 | $219K | Sell |
2,596
-720
| -22% | -$60.7K | 0.01% | 650 |
|
|
2022
Q1 | $291K | Sell |
3,316
-1,710
| -34% | -$150K | 0.02% | 584 |
|
|
2021
Q4 | $440K | Buy |
+5,026
| New | +$440K | 0.02% | 481 |
|
|
2021
Q3 | – | Sell |
-3,481
| Closed | -$317K | – | 723 |
|
|
2021
Q2 | $317K | Sell |
3,481
-126
| -3% | -$11.5K | 0.02% | 520 |
|
|
2021
Q1 | $309K | Buy |
3,607
+422
| +13% | +$36.2K | 0.02% | 436 |
|
|
2020
Q4 | $301K | Buy |
+3,185
| New | +$301K | 0.02% | 372 |
|