Financial Management Professionals’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Buy |
513
+49
| +11% | +$5.93K | 0.01% | 230 |
|
|
2025
Q1 | $51.7K | Buy |
464
+115
| +33% | +$12.8K | 0.01% | 252 |
|
|
2024
Q4 | $34K | Sell |
349
-80
| -19% | -$7.79K | ﹤0.01% | 323 |
|
|
2024
Q3 | $49K | Buy |
429
+88
| +26% | +$10.1K | 0.01% | 273 |
|
|
2024
Q2 | $36K | Hold |
341
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $33K | Buy |
341
+11
| +3% | +$1.07K | ﹤0.01% | 340 |
|
|
2023
Q4 | $33K | Buy |
330
+8
| +2% | +$800 | 0.01% | 318 |
|
|
2023
Q3 | $33K | Buy |
322
+33
| +11% | +$3.38K | 0.01% | 299 |
|
|
2023
Q2 | $29K | Buy |
289
+255
| +750% | +$25.6K | ﹤0.01% | 345 |
|
|
2023
Q1 | $3K | Sell |
34
-305
| -90% | -$26.9K | ﹤0.01% | 766 |
|
|
2022
Q4 | $31K | Buy |
339
+323
| +2,019% | +$29.5K | 0.01% | 287 |
|
|
2022
Q3 | $1K | Sell |
16
-304
| -95% | -$19K | ﹤0.01% | 848 |
|
|
2022
Q2 | $27K | Buy |
320
+108
| +51% | +$9.11K | 0.01% | 309 |
|
|
2022
Q1 | $19K | Buy |
212
+46
| +28% | +$4.12K | ﹤0.01% | 370 |
|
|
2021
Q4 | $15K | Buy |
166
+109
| +191% | +$9.85K | ﹤0.01% | 406 |
|
|
2021
Q3 | $5K | Sell |
57
-145
| -72% | -$12.7K | ﹤0.01% | 595 |
|
|
2021
Q2 | $18K | Buy |
202
+16
| +9% | +$1.43K | ﹤0.01% | 297 |
|
|
2021
Q1 | $16K | Buy |
186
+41
| +28% | +$3.53K | ﹤0.01% | 291 |
|
|
2020
Q4 | $14K | Sell |
145
-527
| -78% | -$50.9K | ﹤0.01% | 299 |
|
|
2020
Q3 | $58K | Buy |
672
+1
| +0.1% | +$86 | 0.02% | 181 |
|
|
2020
Q2 | $59K | Buy |
671
+121
| +22% | +$10.6K | 0.02% | 177 |
|
|
2020
Q1 | $45K | Hold |
550
| – | – | 0.02% | 94 |
|
|
2019
Q4 | $52K | Hold |
550
| – | – | 0.02% | 98 |
|
|
2019
Q3 | $48K | Hold |
550
| – | – | 0.02% | 101 |
|
|
2019
Q2 | $50K | Sell |
550
-64
| -10% | -$5.82K | 0.02% | 98 |
|
|
2019
Q1 | $53K | Hold |
614
| – | – | 0.02% | 91 |
|
|
2018
Q4 | $47K | Hold |
614
| – | – | 0.03% | 87 |
|
|
2018
Q3 | $47K | Hold |
614
| – | – | 0.02% | 94 |
|
|
2018
Q2 | $42K | Hold |
614
| – | – | 0.02% | 100 |
|
|
2018
Q1 | $44K | Hold |
614
| – | – | 0.02% | 99 |
|
|
2017
Q4 | $46K | Hold |
614
| – | – | 0.02% | 87 |
|
|
2017
Q3 | $47K | Hold |
614
| – | – | 0.02% | 87 |
|
|
2017
Q2 | $45K | Hold |
614
| – | – | 0.02% | 91 |
|
|
2017
Q1 | $40K | Hold |
614
| – | – | 0.02% | 91 |
|
|
2016
Q4 | $40K | Hold |
614
| – | – | 0.02% | 97 |
|
|
2016
Q3 | $43K | Hold |
614
| – | – | 0.02% | 109 |
|
|
2016
Q2 | $45K | Hold |
614
| – | – | 0.02% | 91 |
|
|
2016
Q1 | $40K | Hold |
614
| – | – | 0.02% | 80 |
|
|
2015
Q4 | $47K | Hold |
614
| – | – | 0.02% | 76 |
|
|
2015
Q3 | $51K | Hold |
614
| – | – | 0.03% | 83 |
|
|
2015
Q2 | $54K | Hold |
614
| – | – | 0.03% | 83 |
|
|
2015
Q1 | $54K | Hold |
614
| – | – | 0.03% | 81 |
|
|
2014
Q4 | $51K | Sell |
614
-95
| -13% | -$7.89K | 0.03% | 95 |
|
|
2014
Q3 | $59K | Hold |
709
| – | – | 0.04% | 85 |
|
|
2014
Q2 | $57K | Hold |
709
| – | – | 0.04% | 81 |
|
|
2014
Q1 | $54K | Buy |
709
+311
| +78% | +$23.7K | 0.04% | 83 |
|
|
2013
Q4 | $29K | Hold |
398
| – | – | 0.02% | 113 |
|
|
2013
Q3 | $27K | Hold |
398
| – | – | 0.02% | 119 |
|
|
2013
Q2 | $25K | Buy |
+398
| New | +$25K | 0.02% | 117 |
|