Equitable Holdings’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
3,617
+260
| +8% | +$31.5K | ﹤0.01% | 1049 |
|
|
2025
Q1 | $374K | Sell |
3,357
-401
| -11% | -$44.7K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $366K | Buy |
3,758
+239
| +7% | +$23.3K | ﹤0.01% | 975 |
|
|
2024
Q3 | $405K | Buy |
3,519
+199
| +6% | +$22.9K | ﹤0.01% | 933 |
|
|
2024
Q2 | $353K | Buy |
3,320
+308
| +10% | +$32.8K | ﹤0.01% | 944 |
|
|
2024
Q1 | $291K | Sell |
3,012
-155
| -5% | -$15K | ﹤0.01% | 967 |
|
|
2023
Q4 | $320K | Sell |
3,167
-5
| -0.2% | -$505 | ﹤0.01% | 927 |
|
|
2023
Q3 | $323K | Buy |
3,172
+172
| +6% | +$17.5K | ﹤0.01% | 849 |
|
|
2023
Q2 | $303K | Sell |
3,000
-3
| -0.1% | -$303 | ﹤0.01% | 843 |
|
|
2023
Q1 | $276K | Buy |
+3,003
| New | +$276K | ﹤0.01% | 824 |
|
|
2020
Q2 | – | Sell |
-2,802
| Closed | -$231K | – | 646 |
|
|
2020
Q1 | $231K | Buy |
2,802
+108
| +4% | +$8.9K | 0.01% | 512 |
|
|
2019
Q4 | $255K | Buy |
+2,694
| New | +$255K | 0.01% | 532 |
|