Gladstone Institutional Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
7,057
-5
| -0.1% | -$605 | 0.04% | 379 |
|
|
2025
Q1 | $787K | Buy |
7,062
+85
| +1% | +$9.48K | 0.04% | 373 |
|
|
2024
Q4 | $679K | Sell |
6,977
-190
| -3% | -$18.5K | 0.03% | 390 |
|
|
2024
Q3 | $824K | Sell |
7,167
-105
| -1% | -$12.1K | 0.04% | 349 |
|
|
2024
Q2 | $774K | Buy |
7,272
+597
| +9% | +$63.6K | 0.04% | 336 |
|
|
2024
Q1 | $646K | Sell |
6,675
-1,215
| -15% | -$118K | 0.04% | 368 |
|
|
2023
Q4 | $797K | Sell |
7,890
-212
| -3% | -$21.4K | 0.04% | 328 |
|
|
2023
Q3 | $825K | Sell |
8,102
-65
| -0.8% | -$6.62K | 0.05% | 292 |
|
|
2023
Q2 | $824K | Sell |
8,167
-64
| -0.8% | -$6.46K | 0.05% | 307 |
|
|
2023
Q1 | $757K | Buy |
8,231
+119
| +1% | +$10.9K | 0.05% | 336 |
|
|
2022
Q4 | $736K | Buy |
8,112
+89
| +1% | +$8.07K | 0.05% | 330 |
|
|
2022
Q3 | $610K | Buy |
8,023
+67
| +0.8% | +$5.09K | 0.05% | 353 |
|
|
2022
Q2 | $673K | Sell |
7,956
-1,294
| -14% | -$109K | 0.05% | 347 |
|
|
2022
Q1 | $812K | Sell |
9,250
-2,224
| -19% | -$195K | 0.05% | 339 |
|
|
2021
Q4 | $1M | Sell |
11,474
-3,093
| -21% | -$271K | 0.08% | 262 |
|
|
2021
Q3 | $1.19M | Buy |
14,567
+6,458
| +80% | +$528K | 0.12% | 210 |
|
|
2021
Q2 | $740K | Buy |
8,109
+3,713
| +84% | +$339K | 0.09% | 232 |
|
|
2021
Q1 | $376K | Buy |
4,396
+551
| +14% | +$47.1K | 0.06% | 284 |
|
|
2020
Q4 | $363K | Sell |
3,845
-450
| -10% | -$42.5K | 0.07% | 201 |
|
|
2020
Q3 | $374K | Buy |
4,295
+219
| +5% | +$19.1K | 0.09% | 170 |
|
|
2020
Q2 | $356K | Sell |
4,076
-453
| -10% | -$39.6K | 0.09% | 160 |
|
|
2020
Q1 | $374K | Sell |
4,529
-498
| -10% | -$41.1K | 0.1% | 165 |
|
|
2019
Q4 | $476K | Sell |
5,027
-701
| -12% | -$66.4K | 0.12% | 143 |
|
|
2019
Q3 | $498K | Buy |
5,728
+3,265
| +133% | +$284K | 0.13% | 141 |
|
|
2019
Q2 | $225K | Buy |
+2,463
| New | +$225K | 0.07% | 242 |
|