GHP 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 | $151K | Hold |
1,249
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $139K | Sell |
1,249
-252
| -17% | -$28.1K | 0.01% | 402 |
|
|
2024
Q4 | $146K | Sell |
1,501
-149
| -9% | -$14.5K | 0.01% | 400 |
|
|
2024
Q3 | $190K | Buy |
1,650
+149
| +10% | +$17.1K | 0.01% | 387 |
|
|
2024
Q2 | $160K | Hold |
1,501
| – | – | 0.01% | 393 |
|
|
2024
Q1 | $145K | Hold |
1,501
| – | – | 0.01% | 405 |
|
|
2023
Q4 | $152K | Hold |
1,501
| – | – | 0.01% | 395 |
|
|
2023
Q3 | $146K | Hold |
1,501
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $155K | Hold |
1,501
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $138K | Hold |
1,501
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $136K | Hold |
1,501
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $114K | Hold |
1,501
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $127K | Hold |
1,501
| – | – | 0.01% | 393 |
|
|
2022
Q1 | $132K | Buy |
+1,501
| New | +$132K | 0.01% | 398 |
|