Evoke Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
2,674
+835
| +45% | +$101K | 0.01% | 430 |
|
|
2025
Q1 | $212K | Buy |
+1,839
| New | +$212K | 0.01% | 411 |
|
|
2024
Q4 | – | Sell |
-1,802
| Closed | -$207K | – | 451 |
|
|
2024
Q3 | $207K | Buy |
+1,802
| New | +$207K | 0.01% | 387 |
|
|
2022
Q4 | – | Sell |
-2,782
| Closed | -$211K | – | 874 |
|
|
2022
Q3 | $211K | Buy |
2,782
+890
| +47% | +$67.5K | 0.01% | 313 |
|
|
2022
Q2 | $160K | Buy |
1,892
+446
| +31% | +$37.7K | 0.01% | 343 |
|
|
2022
Q1 | $127K | Hold |
1,446
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $126K | Sell |
1,446
-134
| -8% | -$11.7K | ﹤0.01% | 415 |
|
|
2021
Q3 | $129K | Buy |
1,580
+59
| +4% | +$4.82K | ﹤0.01% | 393 |
|
|
2021
Q2 | $139K | Hold |
1,521
| – | – | 0.01% | 401 |
|
|
2021
Q1 | $130K | Buy |
1,521
+1,116
| +276% | +$95.4K | 0.01% | 354 |
|
|
2020
Q4 | $38K | Sell |
405
-560
| -58% | -$52.5K | ﹤0.01% | 404 |
|
|
2020
Q3 | $84K | Buy |
965
+558
| +137% | +$48.6K | 0.01% | 303 |
|
|
2020
Q2 | $36K | Sell |
407
-142
| -26% | -$12.6K | ﹤0.01% | 389 |
|
|
2020
Q1 | $45.3K | Sell |
549
-1,740
| -76% | -$144K | 0.01% | 350 |
|
|
2019
Q4 | $217K | Buy |
2,289
+223
| +11% | +$21.1K | 0.03% | 213 |
|
|
2019
Q3 | $180K | Buy |
+2,066
| New | +$180K | 0.02% | 273 |
|