Fort Sheridan 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 | $971K | Hold |
8,027
| – | – | 0.14% | 107 |
|
|
2025
Q1 | $895K | Buy |
8,027
+4
| +0% | +$446 | 0.14% | 108 |
|
|
2024
Q4 | $781K | Hold |
8,023
| – | – | 0.11% | 122 |
|
|
2024
Q3 | $923K | Sell |
8,023
-136
| -2% | -$15.6K | 0.14% | 103 |
|
|
2024
Q2 | $869K | Hold |
8,159
| – | – | 0.14% | 101 |
|
|
2024
Q1 | $789K | Buy |
8,159
+145
| +2% | +$14K | 0.15% | 97 |
|
|
2023
Q4 | $809K | Buy |
8,014
+6
| +0.1% | +$606 | 0.16% | 93 |
|
|
2023
Q3 | $816K | Buy |
8,008
+645
| +9% | +$65.7K | 0.19% | 90 |
|
|
2023
Q2 | $743K | Buy |
7,363
+1,756
| +31% | +$177K | 0.17% | 91 |
|
|
2023
Q1 | $516K | Sell |
5,607
-15
| -0.3% | -$1.38K | 0.13% | 111 |
|
|
2022
Q4 | $510K | Hold |
5,622
| – | – | 0.17% | 103 |
|
|
2022
Q3 | $427K | Sell |
5,622
-25
| -0.4% | -$1.9K | 0.14% | 111 |
|
|
2022
Q2 | $477K | Hold |
5,647
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $496K | Sell |
5,647
-180
| -3% | -$15.8K | 0.15% | 104 |
|
|
2021
Q4 | $510K | Hold |
5,827
| – | – | 0.15% | 110 |
|
|
2021
Q3 | $477K | Sell |
5,827
-58
| -1% | -$4.75K | 0.16% | 106 |
|
|
2021
Q2 | $537K | Buy |
5,885
+2,689
| +84% | +$245K | 0.18% | 94 |
|
|
2021
Q1 | $273K | Buy |
+3,196
| New | +$273K | 0.11% | 124 |
|