Financial Advocates Investment 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 | $518K | Buy |
4,278
+1,956
| +84% | +$237K | 0.04% | 351 |
|
|
2025
Q1 | $259K | Sell |
2,322
-6,501
| -74% | -$725K | 0.02% | 595 |
|
|
2024
Q4 | $859K | Sell |
8,823
-280
| -3% | -$27.2K | 0.05% | 333 |
|
|
2024
Q3 | $1.05M | Sell |
9,103
-221
| -2% | -$25.4K | 0.06% | 297 |
|
|
2024
Q2 | $993K | Sell |
9,324
-621
| -6% | -$66.1K | 0.06% | 292 |
|
|
2024
Q1 | $962K | Sell |
9,945
-156
| -2% | -$15.1K | 0.06% | 314 |
|
|
2023
Q4 | $1.02M | Hold |
10,101
| – | – | 0.07% | 283 |
|
|
2023
Q3 | $1.03M | Sell |
10,101
-273
| -3% | -$27.8K | 0.07% | 262 |
|
|
2023
Q2 | $1.05M | Sell |
10,374
-15
| -0.1% | -$1.51K | 0.07% | 259 |
|
|
2023
Q1 | $956K | Sell |
10,389
-647
| -6% | -$59.5K | 0.07% | 294 |
|
|
2022
Q4 | $1M | Sell |
11,036
-66,256
| -86% | -$6.01M | 0.07% | 286 |
|
|
2022
Q3 | $901K | Buy |
77,292
+66,233
| +599% | +$772K | 0.07% | 272 |
|
|
2022
Q2 | $935K | Sell |
11,059
-64
| -0.6% | -$5.41K | 0.08% | 279 |
|
|
2022
Q1 | $976K | Buy |
11,123
+337
| +3% | +$29.6K | 0.06% | 304 |
|
|
2021
Q4 | $944K | Buy |
10,786
+6
| +0.1% | +$525 | 0.06% | 324 |
|
|
2021
Q3 | $881K | Buy |
10,780
+169
| +2% | +$13.8K | 0.06% | 336 |
|
|
2021
Q2 | $968K | Sell |
10,611
-3,195
| -23% | -$291K | 0.06% | 313 |
|
|
2021
Q1 | $1.09M | Sell |
13,806
-406
| -3% | -$32.2K | 0.08% | 290 |
|
|
2020
Q4 | $1.34M | Sell |
14,212
-166
| -1% | -$15.7K | 0.09% | 244 |
|
|
2020
Q3 | $1.25M | Sell |
14,378
-216
| -1% | -$18.8K | 0.11% | 199 |
|
|
2020
Q2 | $1.28M | Sell |
14,594
-235
| -2% | -$20.5K | 0.12% | 195 |
|
|
2020
Q1 | $1.22M | Sell |
14,829
-106
| -0.7% | -$8.74K | 0.17% | 154 |
|
|
2019
Q4 | $1.41M | Buy |
14,935
+1,910
| +15% | +$181K | 0.15% | 159 |
|
|
2019
Q3 | $1.13M | Sell |
13,025
-115
| -0.9% | -$10K | 0.13% | 168 |
|
|
2019
Q2 | $1.2M | Sell |
13,140
-2,487
| -16% | -$227K | 0.14% | 163 |
|
|
2019
Q1 | $1.35M | Sell |
15,627
-288
| -2% | -$24.8K | 0.17% | 144 |
|
|
2018
Q4 | $1.22M | Sell |
15,915
-180
| -1% | -$13.8K | 0.17% | 142 |
|
|
2018
Q3 | $1.24M | Sell |
16,095
-459
| -3% | -$35.4K | 0.14% | 161 |
|
|
2018
Q2 | $1.11M | Sell |
16,554
-689
| -4% | -$46.2K | 0.13% | 159 |
|
|
2018
Q1 | $1.25M | Buy |
17,243
+1,178
| +7% | +$85.4K | 0.16% | 134 |
|
|
2017
Q4 | $1.21M | Buy |
+16,065
| New | +$1.21M | 0.17% | 134 |
|