Good Life 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 | – | Sell |
-2,380
| Closed | -$265K | – | 524 |
|
|
2025
Q1 | $265K | Buy |
2,380
+40
| +2% | +$4.46K | 0.02% | 407 |
|
|
2024
Q4 | $228K | Sell |
2,340
-43
| -2% | -$4.18K | 0.02% | 430 |
|
|
2024
Q3 | $274K | Sell |
2,383
-7
| -0.3% | -$805 | 0.02% | 488 |
|
|
2024
Q2 | $254K | Buy |
2,390
+22
| +0.9% | +$2.34K | 0.02% | 387 |
|
|
2024
Q1 | $229K | Buy |
2,368
+20
| +0.9% | +$1.93K | 0.02% | 400 |
|
|
2023
Q4 | $237K | Sell |
2,348
-26
| -1% | -$2.63K | 0.02% | 375 |
|
|
2023
Q3 | $242K | Buy |
2,374
+26
| +1% | +$2.65K | 0.03% | 354 |
|
|
2023
Q2 | $237K | Buy |
2,348
+7
| +0.3% | +$706 | 0.03% | 344 |
|
|
2023
Q1 | $215K | Buy |
2,341
+41
| +2% | +$3.77K | 0.03% | 352 |
|
|
2022
Q4 | $209K | Buy |
+2,300
| New | +$209K | 0.03% | 324 |
|
|
2022
Q3 | – | Sell |
-2,473
| Closed | -$209K | – | 364 |
|
|
2022
Q2 | $209K | Buy |
2,473
+26
| +1% | +$2.2K | 0.03% | 317 |
|
|
2022
Q1 | $215K | Sell |
2,447
-10
| -0.4% | -$879 | 0.03% | 351 |
|
|
2021
Q4 | $215K | Sell |
2,457
-248
| -9% | -$21.7K | 0.03% | 355 |
|
|
2021
Q3 | $221K | Buy |
2,705
+344
| +15% | +$28.1K | 0.03% | 322 |
|
|
2021
Q2 | $215K | Sell |
2,361
-104
| -4% | -$9.47K | 0.04% | 286 |
|
|
2021
Q1 | $210K | Buy |
2,465
+119
| +5% | +$10.1K | 0.04% | 287 |
|
|
2020
Q4 | $223K | Hold |
2,346
| – | – | 0.05% | 235 |
|
|
2020
Q3 | $203K | Sell |
2,346
-76
| -3% | -$6.58K | 0.06% | 227 |
|
|
2020
Q2 | $211K | Buy |
+2,422
| New | +$211K | 0.06% | 224 |
|
|
2019
Q1 | – | Sell |
-2,925
| Closed | -$225K | – | 255 |
|
|
2018
Q4 | $225K | Buy |
+2,925
| New | +$225K | 0.07% | 204 |
|