Financial Perspectives’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
1,774
| – | – | 0.06% | 142 |
|
|
2025
Q1 | $198K | Hold |
1,774
| – | – | 0.07% | 141 |
|
|
2024
Q4 | $173K | Hold |
1,774
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $204K | Buy |
1,774
+574
| +48% | +$66K | 0.07% | 137 |
|
|
2024
Q2 | $128K | Hold |
1,200
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $116K | Sell |
1,200
-33
| -3% | -$3.19K | 0.04% | 186 |
|
|
2023
Q4 | $124K | Hold |
1,233
| – | – | 0.05% | 176 |
|
|
2023
Q3 | $126K | Hold |
1,233
| – | – | 0.06% | 162 |
|
|
2023
Q2 | $124K | Hold |
1,233
| – | – | 0.05% | 161 |
|
|
2023
Q1 | $113K | Hold |
1,233
| – | – | 0.05% | 168 |
|
|
2022
Q4 | $112K | Hold |
1,233
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $93.7K | Hold |
1,233
| – | – | 0.05% | 174 |
|
|
2022
Q2 | $104K | Hold |
1,233
| – | – | 0.06% | 167 |
|
|
2022
Q1 | $108K | Hold |
1,233
| – | – | 0.05% | 183 |
|
|
2021
Q4 | $108K | Sell |
1,233
-523
| -30% | -$45.7K | 0.05% | 168 |
|
|
2021
Q3 | $144K | Sell |
1,756
-3,005
| -63% | -$246K | 0.07% | 145 |
|
|
2021
Q2 | $434K | Sell |
4,761
-402,209
| -99% | -$36.7M | 0.21% | 75 |
|
|
2021
Q1 | $4.76M | Buy |
406,970
+402,509
| +9,023% | +$4.71M | 0.24% | 83 |
|
|
2020
Q4 | $421K | Buy |
4,461
+111
| +3% | +$10.5K | 0.24% | 65 |
|
|
2020
Q3 | $378K | Hold |
4,350
| – | – | 0.25% | 58 |
|
|
2020
Q2 | $380K | Buy |
4,350
+285
| +7% | +$24.9K | 0.27% | 53 |
|
|
2020
Q1 | $335K | Buy |
4,065
+112
| +3% | +$9.23K | 0.27% | 47 |
|
|
2019
Q4 | $374K | Buy |
+3,953
| New | +$374K | 0.26% | 50 |
|