Dynamic Advisor Solutions’s Novartis NVS Stock Holding History

Dynamic Advisor Solutions’s Portfolio NVS Stock Details NVS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Buy	20,377 +3,861	+23%	+$467K	0.08%	262
2025 Q1	$1.84M	Sell	16,516 -20	-0.1%	-$2.23K	0.06%	296
2024 Q4	$1.61M	Sell	16,536 -92	-0.6%	-$8.95K	0.07%	244
2024 Q3	$1.91M	Sell	16,628 -831	-5%	-$95.6K	0.06%	308
2024 Q2	$1.86M	Buy	17,459 +3,042	+21%	+$324K	0.06%	309
2024 Q1	$1.39M	Sell	14,417 -3,812	-21%	-$369K	0.05%	368
2023 Q4	$1.94M	Sell	18,229 -215	-1%	-$22.9K	0.07%	289
2023 Q3	$1.88M	Buy	18,444 +780	+4%	+$79.4K	0.09%	243
2023 Q2	$1.78M	Buy	17,664 +3,182	+22%	+$321K	0.09%	243
2023 Q1	$1.33M	Buy	14,482 +10,445	+259%	+$961K	0.08%	272
2022 Q4	$366K	Sell	4,037 -645	-14%	-$58.5K	0.03%	512
2022 Q3	$356K	Sell	4,682 -196	-4%	-$14.9K	0.03%	481
2022 Q2	$412K	Buy	4,878 +67	+1%	+$5.66K	0.03%	450
2022 Q1	$422K	Buy	4,811 +345	+8%	+$30.3K	0.03%	468
2021 Q4	$391K	Buy	4,466 +14	+0.3%	+$1.23K	0.03%	495
2021 Q3	$364K	Sell	4,452 -504	-10%	-$41.2K	0.03%	519
2021 Q2	$452K	Buy	4,956 +38	+0.8%	+$3.47K	0.04%	456
2021 Q1	$420K	Sell	4,918 -298	-6%	-$25.4K	0.04%	421
2020 Q4	$493K	Buy	5,216 +2,229	+75%	+$211K	0.05%	362
2020 Q3	$260K	Sell	2,987 -29	-1%	-$2.52K	0.03%	470
2020 Q2	$263K	Sell	3,016 -555	-16%	-$48.4K	0.04%	408
2020 Q1	$294K	Sell	3,571 -309	-8%	-$25.4K	0.05%	335
2019 Q4	$367K	Buy	3,880 +30	+0.8%	+$2.84K	0.05%	363
2019 Q3	$335K	Sell	3,850 -3,404	-47%	-$296K	0.05%	353
2019 Q2	$662K	Buy	7,254 +3,017	+71%	+$275K	0.11%	218
2019 Q1	$365K	Sell	4,237 -518	-11%	-$44.6K	0.07%	272
2018 Q4	$366K	Buy	4,755 +304	+7%	+$23.4K	0.08%	250
2018 Q3	$344K	Buy	4,451 +105	+2%	+$8.12K	0.07%	275
2018 Q2	$295K	Buy	4,346 +1,290	+42%	+$87.6K	0.07%	299
2018 Q1	$222K	Buy	+3,056	New	+$222K	0.06%	315
2016 Q4	–	Sell	-9,301	Closed	-$658K	–	230
2016 Q3	$658K	Buy	+9,301	New	+$658K	0.25%	122
2014 Q1	–	Sell	-7,920	Closed	-$571K	–	209
2013 Q4	$571K	Buy	+7,920	New	+$571K	0.42%	78