Foundations Investment 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 | $936K | Sell |
7,735
-278
| -3% | -$33.6K | 0.01% | 449 |
|
|
2025
Q1 | $893K | Sell |
8,013
-81,061
| -91% | -$9.04M | 0.02% | 429 |
|
|
2024
Q4 | $8.67M | Buy |
89,074
+18,894
| +27% | +$1.84M | 0.17% | 120 |
|
|
2024
Q3 | $8.07M | Buy |
70,180
+6,365
| +10% | +$732K | 0.17% | 117 |
|
|
2024
Q2 | $6.79M | Buy |
63,815
+14,581
| +30% | +$1.55M | 0.16% | 112 |
|
|
2024
Q1 | $4.76M | Buy |
49,234
+10,930
| +29% | +$1.06M | 0.12% | 141 |
|
|
2023
Q4 | $4.03M | Buy |
38,304
+2,781
| +8% | +$293K | 0.11% | 142 |
|
|
2023
Q3 | $3.62M | Buy |
35,523
+21,667
| +156% | +$2.21M | 0.11% | 147 |
|
|
2023
Q2 | $1.4M | Buy |
13,856
+2,767
| +25% | +$279K | 0.05% | 223 |
|
|
2023
Q1 | $1.02M | Sell |
11,089
-91
| -0.8% | -$8.37K | 0.04% | 237 |
|
|
2022
Q4 | $1.01M | Buy |
11,180
+3,567
| +47% | +$324K | 0.04% | 198 |
|
|
2022
Q3 | $579K | Buy |
+7,613
| New | +$579K | 0.03% | 214 |
|
|
2019
Q4 | – | Sell |
-2,780
| Closed | -$237K | – | 133 |
|
|
2019
Q3 | $237K | Buy |
2,780
+99
| +4% | +$8.44K | 0.03% | 116 |
|
|
2019
Q2 | $248K | Sell |
2,681
-93
| -3% | -$8.6K | 0.04% | 107 |
|
|
2019
Q1 | $239K | Buy |
2,774
+24
| +0.9% | +$2.07K | 0.04% | 83 |
|
|
2018
Q4 | $219K | Sell |
2,750
-94
| -3% | -$7.49K | 0.05% | 92 |
|
|
2018
Q3 | $220K | Buy |
+2,844
| New | +$220K | 0.05% | 94 |
|