Freedom Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
5,960
-622
| -9% | -$75.3K | 0.06% | 336 |
|
|
2025
Q1 | $734K | Sell |
6,582
-879
| -12% | -$98K | 0.06% | 319 |
|
|
2024
Q4 | $726K | Buy |
7,461
+345
| +5% | +$33.6K | 0.06% | 316 |
|
|
2024
Q3 | $818K | Sell |
7,116
-1,555
| -18% | -$179K | 0.07% | 300 |
|
|
2024
Q2 | $923K | Sell |
8,671
-32
| -0.4% | -$3.41K | 0.08% | 254 |
|
|
2024
Q1 | $842K | Sell |
8,703
-510
| -6% | -$49.3K | 0.07% | 297 |
|
|
2023
Q4 | $930K | Buy |
9,213
+903
| +11% | +$91.2K | 0.08% | 271 |
|
|
2023
Q3 | $846K | Sell |
8,310
-1,597
| -16% | -$163K | 0.1% | 246 |
|
|
2023
Q2 | $1,000K | Sell |
9,907
-1,313
| -12% | -$132K | 0.11% | 237 |
|
|
2023
Q1 | $1.03M | Sell |
11,220
-2,307
| -17% | -$212K | 0.12% | 235 |
|
|
2022
Q4 | $1.23M | Sell |
13,527
-1,478
| -10% | -$134K | 0.14% | 209 |
|
|
2022
Q3 | $1.14M | Sell |
15,005
-5,799
| -28% | -$441K | 0.13% | 213 |
|
|
2022
Q2 | $1.76M | Sell |
20,804
-730
| -3% | -$61.7K | 0.19% | 133 |
|
|
2022
Q1 | $1.89M | Buy |
+21,534
| New | +$1.89M | 0.17% | 148 |
|
|
2021
Q2 | – | Sell |
-4,153
| Closed | -$355K | – | 902 |
|
|
2021
Q1 | $355K | Sell |
4,153
-2,429
| -37% | -$208K | 0.03% | 628 |
|
|
2020
Q4 | $622K | Sell |
6,582
-1,068
| -14% | -$101K | 0.07% | 282 |
|
|
2020
Q3 | $665K | Sell |
7,650
-863
| -10% | -$75K | 0.07% | 233 |
|
|
2020
Q2 | $743K | Sell |
8,513
-491
| -5% | -$42.9K | 0.08% | 198 |
|
|
2020
Q1 | $863K | Buy |
9,004
+778
| +9% | +$74.6K | 0.08% | 214 |
|
|
2019
Q4 | $779K | Sell |
8,226
-1,005
| -11% | -$95.2K | 0.07% | 245 |
|
|
2019
Q3 | $802K | Sell |
9,231
-711
| -7% | -$61.8K | 0.07% | 249 |
|
|
2019
Q2 | $908K | Sell |
9,942
-11,916
| -55% | -$1.09M | 0.08% | 237 |
|
|
2019
Q1 | $1.88M | Buy |
21,858
+1,430
| +7% | +$123K | 0.15% | 151 |
|
|
2018
Q4 | $1.57M | Sell |
20,428
-2,531
| -11% | -$195K | 0.12% | 167 |
|
|
2018
Q3 | $1.7M | Buy |
22,959
+274
| +1% | +$20.3K | 0.11% | 187 |
|
|
2018
Q2 | $1.54M | Buy |
22,685
+1,760
| +8% | +$119K | 0.09% | 228 |
|
|
2018
Q1 | $1.52M | Sell |
20,925
-591
| -3% | -$42.8K | 0.08% | 247 |
|
|
2017
Q4 | $1.62M | Buy |
21,516
+159
| +0.7% | +$12K | 0.08% | 208 |
|
|
2017
Q3 | $1.64M | Buy |
21,357
+2,049
| +11% | +$158K | 0.09% | 187 |
|
|
2017
Q2 | $1.44M | Sell |
19,308
-5,214
| -21% | -$390K | 0.08% | 197 |
|
|
2017
Q1 | $1.63M | Buy |
24,522
+13,150
| +116% | +$875K | 0.09% | 160 |
|
|
2016
Q4 | $742K | Sell |
11,372
-1,231
| -10% | -$80.3K | 0.05% | 352 |
|
|
2016
Q3 | $892K | Buy |
12,603
+1,761
| +16% | +$125K | 0.06% | 272 |
|
|
2016
Q2 | $802K | Sell |
10,842
-738
| -6% | -$54.6K | 0.05% | 278 |
|
|
2016
Q1 | $752K | Sell |
11,580
-2,352
| -17% | -$153K | 0.05% | 280 |
|
|
2015
Q4 | $1.07M | Buy |
13,932
+10,559
| +313% | +$814K | 0.08% | 203 |
|
|
2015
Q3 | $263K | Sell |
3,373
-6,492
| -66% | -$506K | 0.03% | 517 |
|
|
2015
Q2 | $869K | Buy |
9,865
+2,064
| +26% | +$182K | 0.09% | 187 |
|
|
2015
Q1 | $689K | Buy |
7,801
+2,294
| +42% | +$203K | 0.08% | 218 |
|
|
2014
Q4 | $457K | Buy |
5,507
+1,204
| +28% | +$99.9K | 0.06% | 309 |
|
|
2014
Q3 | $363K | Buy |
4,303
+466
| +12% | +$39.3K | 0.06% | 291 |
|
|
2014
Q2 | $311K | Buy |
3,837
+897
| +31% | +$72.7K | 0.05% | 337 |
|
|
2014
Q1 | $224K | Buy |
+2,940
| New | +$224K | 0.05% | 374 |
|