Financial Gravity Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.33M | Sell |
47,971
-466
| -1% | -$71.4K | 1.3% | 21 |
|
|
2025
Q4 | $6.68M | Buy |
48,437
+2,956
| +6% | +$387K | 1.29% | 23 |
|
|
2025
Q3 | $5.83M | Buy |
+45,481
| New | +$5.55M | 1.15% | 23 |
|
|
2025
Q1 | $4.58M | Buy |
+41,128
| New | +$4.38M | 1% | 25 |
|
|
2024
Q2 | $4.16M | Sell |
39,067
-31,142
| -44% | -$3.13M | 1.04% | 23 |
|
|
2024
Q1 | $6.94M | Buy |
70,209
+36,200
| +106% | +$3.71M | 0.93% | 24 |
|
|
2023
Q4 | $3.43M | Buy |
34,009
+33,965
| +77,193% | +$3.28M | 0.04% | 148 |
|
|
2023
Q3 | $4.11K | Sell |
44
-57
| -56% | -$5.79K | ﹤0.01% | 647 |
|
|
2023
Q2 | $11.5K | Buy |
101
+9
| +10% | +$900 | 0.03% | 288 |
|
|
2023
Q1 | $4.84K | Buy |
92
+1
| +1% | +$87 | 0.15% | 157 |
|
|
2022
Q4 | $10.8K | Sell |
91
-1,657
| -95% | -$140K | 0.06% | 230 |
|
|
2022
Q3 | $4.68K | Sell |
1,748
-462
| -21% | -$38.3K | 0.16% | 127 |
|
|
2022
Q2 | $7.56K | Sell |
2,210
-78
| -3% | -$6.84K | 0.24% | 81 |
|
|
2022
Q1 | $7.32K | Buy |
2,288
+1,679
| +276% | +$145K | 0.21% | 112 |
|
|
2021
Q4 | $29 | Buy |
+609
| New | +$50.6K | ﹤0.01% | 779 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 407 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 376 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$1.71K | – | 585 |
|
|
2020
Q4 | $2K | Buy |
+19
| New | +$1.66K | ﹤0.01% | 331 |
|
|
2020
Q2 | – | Sell |
-113
| Closed | -$9.31K | – | 606 |
|
|
2020
Q1 | $9.31K | Buy |
113
+48
| +74% | +$4.28K | 0.03% | 225 |
|
|
2019
Q4 | $95K | Sell |
65
-23
| -26% | -$2.06K | 0.07% | 340 |
|
|
2019
Q3 | $8K | Sell |
88
-72
| -45% | -$6.46K | 0.01% | 637 |
|
|
2019
Q2 | $15K | Sell |
160
-223
| -58% | -$18.9K | 0.01% | 517 |
|
|
2019
Q1 | $33K | Buy |
+383
| New | +$30.7K | 0.03% | 376 |
|
|
2018
Q3 | $14K | Buy |
185
+12
| +7% | +$887 | 0.01% | 524 |
|
|
2018
Q2 | $13K | Buy |
173
+2
| +1% | +$138 | 0.01% | 528 |
|
|
2018
Q1 | $12K | Buy |
+171
| New | +$13K | 0.01% | 566 |
|
Other funds holding NVS
