Global Retirement Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.1M | Buy |
29,730
+18,032
| +154% | +$2.36M | 0.07% | 249 |
|
|
2025
Q3 | $1.5M | Buy |
11,698
+1,692
| +17% | +$206K | 0.03% | 424 |
|
|
2025
Q2 | $1.21M | Buy |
+10,006
| New | +$1.13M | 0.03% | 459 |
|
|
2024
Q4 | $751K | Buy |
7,713
+849
| +12% | +$90.5K | 0.02% | 519 |
|
|
2024
Q3 | $789K | Buy |
6,864
+394
| +6% | +$44.7K | 0.02% | 499 |
|
|
2024
Q2 | $689K | Buy |
6,470
+1,940
| +43% | +$195K | 0.02% | 522 |
|
|
2024
Q1 | $438K | Sell |
4,530
-922
| -17% | -$94.5K | 0.02% | 560 |
|
|
2023
Q4 | $587K | Buy |
5,452
+908
| +20% | +$87.6K | 0.02% | 455 |
|
|
2023
Q3 | $437K | Buy |
4,544
+150
| +3% | +$15.2K | 0.02% | 463 |
|
|
2023
Q2 | $443K | Buy |
4,394
+499
| +13% | +$49.9K | 0.02% | 471 |
|
|
2023
Q1 | $407K | Buy |
3,895
+206
| +6% | +$18K | 0.02% | 470 |
|
|
2022
Q4 | $335K | Sell |
3,689
-156
| -4% | -$13.1K | 0.02% | 450 |
|
|
2022
Q3 | $312K | Sell |
3,845
-320
| -8% | -$26.5K | 0.02% | 455 |
|
|
2022
Q2 | $352K | Buy |
4,165
+179
| +4% | +$15.7K | 0.03% | 423 |
|
|
2022
Q1 | $366K | Buy |
+3,986
| New | +$345K | 0.03% | 409 |
|
|
2021
Q4 | – | Sell |
-3,564
| Closed | -$291K | – | 1271 |
|
|
2021
Q3 | $291K | Buy |
3,564
+131
| +4% | +$11.8K | 0.03% | 403 |
|
|
2021
Q2 | $313K | Buy |
3,433
+123
| +4% | +$11K | 0.03% | 376 |
|
|
2021
Q1 | $283K | Buy |
3,310
+7
| +0.2% | +$628 | 0.03% | 353 |
|
|
2020
Q4 | $312K | Buy |
3,303
+1,343
| +69% | +$117K | 0.04% | 313 |
|
|
2020
Q3 | $170K | Sell |
1,960
-234
| -11% | -$20.3K | 0.02% | 388 |
|
|
2020
Q2 | $192K | Buy |
2,194
+170
| +8% | +$14.7K | 0.03% | 359 |
|
|
2020
Q1 | $167K | Buy |
2,024
+204
| +11% | +$18.2K | 0.03% | 349 |
|
|
2019
Q4 | $172K | Sell |
1,820
-24
| -1% | -$2.15K | 0.03% | 392 |
|
|
2019
Q3 | $160K | Buy |
1,844
+189
| +11% | +$17K | 0.03% | 398 |
|
|
2019
Q2 | $151K | Sell |
1,655
-257
| -13% | -$21.8K | 0.03% | 387 |
|
|
2019
Q1 | $165K | Buy |
1,912
+509
| +36% | +$40.9K | 0.04% | 328 |
|
|
2018
Q4 | $108K | Buy |
1,403
+971
| +225% | +$75.6K | 0.03% | 372 |
|
|
2018
Q3 | $33K | Hold |
432
| – | – | 0.01% | 661 |
|
|
2018
Q2 | $29K | Hold |
432
| – | – | 0.01% | 688 |
|
|
2018
Q1 | $31K | Buy |
432
+266
| +160% | +$20.2K | 0.01% | 645 |
|
|
2017
Q4 | $13K | Sell |
166
-223
| -57% | -$16.8K | ﹤0.01% | 829 |
|
|
2017
Q3 | $30K | Hold |
389
| – | – | 0.01% | 538 |
|
|
2017
Q2 | $29K | Sell |
389
-94
| -19% | -$6.66K | 0.01% | 510 |
|
|
2017
Q1 | $32K | Buy |
483
+112
| +30% | +$7.46K | 0.02% | 452 |
|
|
2016
Q4 | $24K | Buy |
+371
| New | +$24.1K | 0.02% | 482 |
|
Other funds holding NVS
