Five Oceans Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
7,908
+565
| +8% | +$68.4K | 0.41% | 37 |
|
|
2025
Q1 | $819K | Buy |
7,343
+2,087
| +40% | +$233K | 0.39% | 41 |
|
|
2024
Q4 | $511K | Sell |
5,256
-5,037
| -49% | -$490K | 0.23% | 63 |
|
|
2024
Q3 | $1.18M | Buy |
10,293
+3,806
| +59% | +$438K | 0.57% | 31 |
|
|
2024
Q2 | $691K | Buy |
6,487
+941
| +17% | +$100K | 0.36% | 48 |
|
|
2024
Q1 | $536K | Hold |
5,546
| – | – | 0.28% | 58 |
|
|
2023
Q4 | $560K | Hold |
5,546
| – | – | 0.31% | 60 |
|
|
2023
Q3 | $565K | Hold |
5,546
| – | – | 0.36% | 57 |
|
|
2023
Q2 | $560K | Hold |
5,546
| – | – | 0.36% | 57 |
|
|
2023
Q1 | $510K | Sell |
5,546
-2,040
| -27% | -$188K | 0.33% | 70 |
|
|
2022
Q4 | $688K | Hold |
7,586
| – | – | 0.48% | 45 |
|
|
2022
Q3 | $577K | Buy |
7,586
+3,382
| +80% | +$257K | 0.46% | 52 |
|
|
2022
Q2 | $355K | Buy |
4,204
+807
| +24% | +$68.1K | 0.26% | 76 |
|
|
2022
Q1 | $298K | Buy |
3,397
+1,083
| +47% | +$95K | 0.27% | 74 |
|
|
2021
Q4 | $202K | Sell |
2,314
-156
| -6% | -$13.6K | 0.18% | 107 |
|
|
2021
Q3 | $202K | Buy |
+2,470
| New | +$202K | 0.23% | 90 |
|