CVA Family Office’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Hold |
5,542
| – | – | 0.09% | 132 |
|
|
2025
Q1 | $618K | Sell |
5,542
-180
| -3% | -$20.1K | 0.09% | 135 |
|
|
2024
Q4 | $557K | Hold |
5,722
| – | – | 0.09% | 143 |
|
|
2024
Q3 | $658K | Hold |
5,722
| – | – | 0.11% | 126 |
|
|
2024
Q2 | $609K | Sell |
5,722
-169
| -3% | -$18K | 0.11% | 123 |
|
|
2024
Q1 | $570K | Hold |
5,891
| – | – | 0.1% | 127 |
|
|
2023
Q4 | $595K | Hold |
5,891
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $600K | Hold |
5,891
| – | – | 0.14% | 112 |
|
|
2023
Q2 | $594K | Hold |
5,891
| – | – | 0.12% | 116 |
|
|
2023
Q1 | $542K | Sell |
5,891
-30
| -0.5% | -$2.76K | 0.12% | 118 |
|
|
2022
Q4 | $537K | Buy |
5,921
+2,530
| +75% | +$230K | 0.13% | 109 |
|
|
2022
Q3 | $258K | Buy |
3,391
+2,675
| +374% | +$204K | 0.07% | 151 |
|
|
2022
Q2 | $61K | Hold |
716
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $63K | Hold |
716
| – | – | 0.02% | 347 |
|
|
2021
Q4 | $63K | Sell |
716
-551
| -43% | -$48.5K | 0.02% | 316 |
|
|
2021
Q3 | $110K | Sell |
1,267
-79
| -6% | -$6.86K | 0.08% | 117 |
|
|
2021
Q2 | $123K | Buy |
1,346
+169
| +14% | +$15.4K | 0.04% | 212 |
|
|
2021
Q1 | $101K | Sell |
1,177
-90
| -7% | -$7.72K | 0.04% | 178 |
|
|
2020
Q4 | $120K | Hold |
1,267
| – | – | 0.07% | 120 |
|
|
2020
Q3 | $110K | Buy |
1,267
+45
| +4% | +$3.91K | 0.08% | 117 |
|
|
2020
Q2 | $107K | Sell |
1,222
-55
| -4% | -$4.82K | 0.09% | 109 |
|
|
2020
Q1 | $105K | Buy |
+1,277
| New | +$105K | 0.11% | 101 |
|