Dakota 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 | $732K | Sell |
6,049
-3
| -0% | -$363 | 0.02% | 442 |
|
|
2025
Q1 | $675K | Sell |
6,052
-293
| -5% | -$32.7K | 0.02% | 451 |
|
|
2024
Q4 | $617K | Sell |
6,345
-169
| -3% | -$16.4K | 0.01% | 464 |
|
|
2024
Q3 | $749K | Buy |
6,514
+68
| +1% | +$7.82K | 0.02% | 423 |
|
|
2024
Q2 | $686K | Sell |
6,446
-141
| -2% | -$15K | 0.02% | 441 |
|
|
2024
Q1 | $637K | Sell |
6,587
-1,718
| -21% | -$166K | 0.02% | 460 |
|
|
2023
Q4 | $839K | Sell |
8,305
-131
| -2% | -$13.2K | 0.03% | 338 |
|
|
2023
Q3 | $859K | Buy |
8,436
+1,404
| +20% | +$143K | 0.04% | 309 |
|
|
2023
Q2 | $710K | Sell |
7,032
-111
| -2% | -$11.2K | 0.03% | 314 |
|
|
2023
Q1 | $657K | Sell |
7,143
-382
| -5% | -$35.1K | 0.04% | 302 |
|
|
2022
Q4 | $683K | Sell |
7,525
-130
| -2% | -$11.8K | 0.05% | 291 |
|
|
2022
Q3 | $582K | Buy |
7,655
+1,285
| +20% | +$97.7K | 0.05% | 309 |
|
|
2022
Q2 | $538K | Buy |
6,370
+1,501
| +31% | +$127K | 0.05% | 267 |
|
|
2022
Q1 | $427K | Buy |
4,869
+185
| +4% | +$16.2K | 0.03% | 311 |
|
|
2021
Q4 | $410K | Sell |
4,684
-249
| -5% | -$21.8K | 0.04% | 268 |
|
|
2021
Q3 | $403K | Sell |
4,933
-10
| -0.2% | -$817 | 0.05% | 257 |
|
|
2021
Q2 | $451K | Buy |
4,943
+332
| +7% | +$30.3K | 0.05% | 230 |
|
|
2021
Q1 | $394K | Buy |
4,611
+10
| +0.2% | +$854 | 0.05% | 235 |
|
|
2020
Q4 | $434K | Sell |
4,601
-154
| -3% | -$14.5K | 0.06% | 216 |
|
|
2020
Q3 | $414K | Buy |
4,755
+104
| +2% | +$9.06K | 0.07% | 191 |
|
|
2020
Q2 | $406K | Hold |
4,651
| – | – | 0.07% | 183 |
|
|
2020
Q1 | $383K | Sell |
4,651
-75
| -2% | -$6.18K | 0.08% | 169 |
|
|
2019
Q4 | $448K | Sell |
4,726
-90
| -2% | -$8.53K | 0.07% | 205 |
|
|
2019
Q3 | $419K | Buy |
4,816
+196
| +4% | +$17.1K | 0.07% | 199 |
|
|
2019
Q2 | $421K | Sell |
4,620
-716
| -13% | -$65.2K | 0.08% | 192 |
|
|
2019
Q1 | $461K | Buy |
5,336
+119
| +2% | +$10.3K | 0.09% | 185 |
|
|
2018
Q4 | $402K | Sell |
5,217
-34
| -0.6% | -$2.62K | 0.09% | 179 |
|
|
2018
Q3 | $406K | Sell |
5,251
-323
| -6% | -$25K | 0.09% | 175 |
|
|
2018
Q2 | $378K | Buy |
+5,574
| New | +$378K | 0.11% | 145 |
|