Geneos Wealth 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 | $6.14M | Sell |
50,728
-36,344
| -42% | -$4.4M | 0.15% | 167 |
|
|
2025
Q1 | $9.71M | Buy |
87,072
+56,916
| +189% | +$6.34M | 0.14% | 177 |
|
|
2024
Q4 | $2.93M | Buy |
30,156
+1,058
| +4% | +$103K | 0.1% | 216 |
|
|
2024
Q3 | $3.35M | Buy |
29,098
+2,137
| +8% | +$246K | 0.13% | 192 |
|
|
2024
Q2 | $2.87M | Buy |
26,961
+1,535
| +6% | +$163K | 0.13% | 190 |
|
|
2024
Q1 | $2.46M | Buy |
25,426
+1,813
| +8% | +$175K | 0.11% | 218 |
|
|
2023
Q4 | $2.38M | Buy |
23,613
+600
| +3% | +$60.6K | 0.12% | 206 |
|
|
2023
Q3 | $2.34M | Buy |
23,013
+1,058
| +5% | +$108K | 0.12% | 186 |
|
|
2023
Q2 | $2.22M | Buy |
21,955
+1,501
| +7% | +$151K | 0.12% | 197 |
|
|
2023
Q1 | $1.88M | Sell |
20,454
-3,736
| -15% | -$344K | 0.11% | 205 |
|
|
2022
Q4 | $2.19M | Buy |
24,190
+678
| +3% | +$61.5K | 0.13% | 166 |
|
|
2022
Q3 | $1.79M | Sell |
23,512
-3,465
| -13% | -$263K | 0.12% | 178 |
|
|
2022
Q2 | $2.28M | Buy |
26,977
+366
| +1% | +$30.9K | 0.11% | 194 |
|
|
2022
Q1 | $2.34M | Buy |
26,611
+1,070
| +4% | +$93.9K | 0.1% | 206 |
|
|
2021
Q4 | $2.23M | Sell |
25,541
-211
| -0.8% | -$18.5K | 0.09% | 241 |
|
|
2021
Q3 | $2.11M | Buy |
25,752
+550
| +2% | +$45.1K | 0.08% | 237 |
|
|
2021
Q2 | $2.32M | Sell |
25,202
-29
| -0.1% | -$2.67K | 0.09% | 216 |
|
|
2021
Q1 | $2.15M | Sell |
25,231
-1,341
| -5% | -$114K | 0.06% | 281 |
|
|
2020
Q4 | $2.18M | Sell |
26,572
-1,242
| -4% | -$102K | 0.09% | 224 |
|
|
2020
Q3 | $2.43M | Buy |
27,814
+1,346
| +5% | +$117K | 0.13% | 173 |
|
|
2020
Q2 | $2.31M | Buy |
26,468
+3,638
| +16% | +$317K | 0.13% | 170 |
|
|
2020
Q1 | $1.81M | Sell |
22,830
-502
| -2% | -$39.9K | 0.12% | 176 |
|
|
2019
Q4 | $2.23M | Buy |
23,332
+1,110
| +5% | +$106K | 0.12% | 188 |
|
|
2019
Q3 | $1.94M | Buy |
22,222
+2,542
| +13% | +$222K | 0.12% | 183 |
|
|
2019
Q2 | $1.81M | Buy |
19,680
+705
| +4% | +$64.7K | 0.11% | 186 |
|
|
2019
Q1 | $1.63M | Buy |
18,975
+4,526
| +31% | +$390K | 0.11% | 200 |
|
|
2018
Q4 | $1.11M | Buy |
14,449
+2,657
| +23% | +$204K | 0.08% | 235 |
|
|
2018
Q3 | $910K | Buy |
11,792
+34
| +0.3% | +$2.62K | 0.06% | 277 |
|
|
2018
Q2 | $795K | Buy |
11,758
+421
| +4% | +$28.5K | 0.06% | 261 |
|
|
2018
Q1 | $821K | Buy |
11,337
+109
| +1% | +$7.89K | 0.07% | 240 |
|
|
2017
Q4 | $844K | Sell |
11,228
-1,754
| -14% | -$132K | 0.08% | 235 |
|
|
2017
Q3 | $998K | Buy |
12,982
+3,497
| +37% | +$269K | 0.1% | 201 |
|
|
2017
Q2 | $709K | Buy |
9,485
+1,100
| +13% | +$82.2K | 0.07% | 238 |
|
|
2017
Q1 | $558K | Buy |
8,385
+165
| +2% | +$11K | 0.06% | 252 |
|
|
2016
Q4 | $536K | Buy |
8,220
+235
| +3% | +$15.3K | 0.07% | 235 |
|
|
2016
Q3 | $565K | Hold |
7,985
| – | – | 0.08% | 228 |
|
|
2016
Q2 | $591K | Buy |
7,985
+136
| +2% | +$10.1K | 0.09% | 218 |
|
|
2016
Q1 | $502K | Buy |
+7,849
| New | +$502K | 0.08% | 236 |
|