Ellevest Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
10,545
-592
| -5% | -$71.6K | 0.2% | 73 |
|
|
2025
Q1 | $1.24M | Sell |
11,137
-4,833
| -30% | -$539K | 0.08% | 81 |
|
|
2024
Q4 | $1.55M | Sell |
15,970
-2,326
| -13% | -$226K | 0.09% | 70 |
|
|
2024
Q3 | $2.1M | Buy |
18,296
+94
| +0.5% | +$10.8K | 0.12% | 53 |
|
|
2024
Q2 | $1.94M | Buy |
18,202
+1,952
| +12% | +$208K | 0.12% | 55 |
|
|
2024
Q1 | $1.57M | Buy |
16,250
+1,177
| +8% | +$114K | 0.1% | 60 |
|
|
2023
Q4 | $1.52M | Buy |
15,073
+445
| +3% | +$44.9K | 0.1% | 60 |
|
|
2023
Q3 | $1.49M | Buy |
14,628
+1,886
| +15% | +$192K | 0.11% | 55 |
|
|
2023
Q2 | $1.29M | Buy |
12,742
+1,312
| +11% | +$132K | 0.1% | 57 |
|
|
2023
Q1 | $1.05M | Buy |
11,430
+1,105
| +11% | +$102K | 0.08% | 58 |
|
|
2022
Q4 | $937K | Buy |
10,325
+4,367
| +73% | +$396K | 0.08% | 63 |
|
|
2022
Q3 | $453K | Sell |
5,958
-4,846
| -45% | -$368K | 0.04% | 108 |
|
|
2022
Q2 | $913K | Buy |
10,804
+1,874
| +21% | +$158K | 0.09% | 56 |
|
|
2022
Q1 | $784K | Buy |
8,930
+1,610
| +22% | +$141K | 0.07% | 66 |
|
|
2021
Q4 | $640K | Sell |
7,320
-240
| -3% | -$21K | 0.06% | 78 |
|
|
2021
Q3 | $618K | Buy |
7,560
+1,680
| +29% | +$137K | 0.06% | 75 |
|
|
2021
Q2 | $536K | Buy |
5,880
+861
| +17% | +$78.5K | 0.05% | 83 |
|
|
2021
Q1 | $429K | Buy |
5,019
+897
| +22% | +$76.7K | 0.05% | 90 |
|
|
2020
Q4 | $389K | Buy |
4,122
+1,218
| +42% | +$115K | 0.06% | 79 |
|
|
2020
Q3 | $253K | Buy |
2,904
+39
| +1% | +$3.4K | 0.05% | 108 |
|
|
2020
Q2 | $250K | Buy |
2,865
+1,168
| +69% | +$102K | 0.05% | 100 |
|
|
2020
Q1 | $140K | Buy |
1,697
+982
| +137% | +$81K | 0.04% | 110 |
|
|
2019
Q4 | $68K | Buy |
715
+700
| +4,667% | +$66.6K | 0.02% | 138 |
|
|
2019
Q3 | $1K | Sell |
15
-113
| -88% | -$7.53K | ﹤0.01% | 436 |
|
|
2019
Q2 | $12K | Buy |
+128
| New | +$12K | ﹤0.01% | 239 |
|