CX Institutional’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
10,365
| – | – | 0.04% | 239 |
|
|
2025
Q1 | $1.16M | Sell |
10,365
-174
| -2% | -$19.4K | 0.04% | 252 |
|
|
2024
Q4 | $1.03M | Sell |
10,539
-140
| -1% | -$13.6K | 0.04% | 254 |
|
|
2024
Q3 | $1.23M | Buy |
10,679
+401
| +4% | +$46.1K | 0.05% | 255 |
|
|
2024
Q2 | $1.09M | Buy |
10,278
+76
| +0.7% | +$8.09K | 0.05% | 272 |
|
|
2024
Q1 | $987K | Sell |
10,202
-53
| -0.5% | -$5.13K | 0.05% | 285 |
|
|
2023
Q4 | $1.04M | Hold |
10,255
| – | – | 0.06% | 252 |
|
|
2023
Q3 | $1.04M | Hold |
10,255
| – | – | 0.06% | 243 |
|
|
2023
Q2 | $1.03M | Sell |
10,255
-93
| -0.9% | -$9.39K | 0.05% | 270 |
|
|
2023
Q1 | $957K | Buy |
10,348
+146
| +1% | +$13.5K | 0.05% | 278 |
|
|
2022
Q4 | $926K | Hold |
10,202
| – | – | 0.06% | 287 |
|
|
2022
Q3 | $775K | Hold |
10,202
| – | – | 0.05% | 295 |
|
|
2022
Q2 | $862K | Hold |
10,202
| – | – | 0.07% | 253 |
|
|
2022
Q1 | $895K | Buy |
10,202
+1,375
| +16% | +$121K | 0.07% | 228 |
|
|
2021
Q4 | $772K | Sell |
8,827
-1,375
| -13% | -$120K | 0.06% | 222 |
|
|
2021
Q3 | $834K | Hold |
10,202
| – | – | 0.07% | 221 |
|
|
2021
Q2 | $931K | Hold |
10,202
| – | – | 0.08% | 205 |
|
|
2021
Q1 | $872K | Hold |
10,202
| – | – | 0.08% | 205 |
|
|
2020
Q4 | $963K | Sell |
10,202
-13
| -0.1% | -$1.23K | 0.09% | 190 |
|
|
2020
Q3 | $888K | Sell |
10,215
-31
| -0.3% | -$2.7K | 0.1% | 176 |
|
|
2020
Q2 | $895K | Buy |
10,246
+166
| +2% | +$14.5K | 0.12% | 153 |
|
|
2020
Q1 | $831K | Hold |
10,080
| – | – | 0.14% | 143 |
|
|
2019
Q4 | $954K | Sell |
10,080
-16
| -0.2% | -$1.51K | 0.17% | 115 |
|
|
2019
Q3 | $877K | Sell |
10,096
-29
| -0.3% | -$2.52K | 0.14% | 139 |
|
|
2019
Q2 | $925K | Sell |
10,125
-1,474
| -13% | -$135K | 0.15% | 133 |
|
|
2019
Q1 | $999K | Buy |
11,599
+364
| +3% | +$31.4K | 0.18% | 129 |
|
|
2018
Q4 | $864K | Buy |
+11,235
| New | +$864K | 0.18% | 96 |
|