First Affirmative Financial Network’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.01M | Buy |
9,058
+447
| +5% | +$49.8K | 0.62% | 30 |
|
|
2024
Q4 | $838K | Buy |
8,611
+897
| +12% | +$87.3K | 0.48% | 46 |
|
|
2024
Q3 | $887K | Buy |
7,714
+1,909
| +33% | +$220K | 0.49% | 47 |
|
|
2024
Q2 | $618K | Buy |
5,805
+1,048
| +22% | +$112K | 0.43% | 51 |
|
|
2024
Q1 | $460K | Sell |
4,757
-218
| -4% | -$21.1K | 0.34% | 88 |
|
|
2023
Q4 | $502K | Sell |
4,975
-61
| -1% | -$6.16K | 0.4% | 65 |
|
|
2023
Q3 | $513K | Sell |
5,036
-228
| -4% | -$23.2K | 0.5% | 50 |
|
|
2023
Q2 | $531K | Sell |
5,264
-230
| -4% | -$23.2K | 0.53% | 46 |
|
|
2023
Q1 | $505K | Sell |
5,494
-429
| -7% | -$39.5K | 0.58% | 42 |
|
|
2022
Q4 | $537K | Sell |
5,923
-476
| -7% | -$43.2K | 0.65% | 30 |
|
|
2022
Q3 | $486K | Sell |
6,399
-874
| -12% | -$66.4K | 0.62% | 32 |
|
|
2022
Q2 | $615K | Sell |
7,273
-377
| -5% | -$31.9K | 0.7% | 28 |
|
|
2022
Q1 | $671K | Buy |
7,650
+776
| +11% | +$68.1K | 0.64% | 33 |
|
|
2021
Q4 | $601K | Buy |
6,874
+484
| +8% | +$42.3K | 0.55% | 42 |
|
|
2021
Q3 | $523K | Buy |
+6,390
| New | +$523K | 0.54% | 46 |
|