Financial & Tax Architects’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
6,078
+48
| +0.8% | +$5.81K | 0.18% | 67 |
|
|
2025
Q1 | $672K | Buy |
6,030
+508
| +9% | +$56.6K | 0.17% | 79 |
|
|
2024
Q4 | $537K | Buy |
5,522
+683
| +14% | +$66.5K | 0.14% | 82 |
|
|
2024
Q3 | $557K | Buy |
4,839
+136
| +3% | +$15.6K | 0.14% | 77 |
|
|
2024
Q2 | $501K | Buy |
4,703
+1,161
| +33% | +$124K | 0.13% | 72 |
|
|
2024
Q1 | $343K | Buy |
3,542
+809
| +30% | +$78.3K | 0.09% | 80 |
|
|
2023
Q4 | $276K | Sell |
2,733
-104
| -4% | -$10.5K | 0.08% | 81 |
|
|
2023
Q3 | $289K | Sell |
2,837
-82
| -3% | -$8.35K | 0.09% | 71 |
|
|
2023
Q2 | $295K | Sell |
2,919
-353
| -11% | -$35.6K | 0.09% | 70 |
|
|
2023
Q1 | $301K | Buy |
3,272
+66
| +2% | +$6.07K | 0.1% | 68 |
|
|
2022
Q4 | $295K | Buy |
+3,206
| New | +$295K | 0.1% | 72 |
|
|
2022
Q3 | – | Sell |
-3,889
| Closed | -$329K | – | 74 |
|
|
2022
Q2 | $329K | Buy |
3,889
+7
| +0.2% | +$592 | 0.12% | 66 |
|
|
2022
Q1 | $341K | Buy |
+3,882
| New | +$341K | 0.13% | 73 |
|
|
2021
Q2 | – | Sell |
-4,156
| Closed | -$355K | – | 105 |
|
|
2021
Q1 | $355K | Buy |
+4,156
| New | +$355K | 0.2% | 83 |
|