Gradient Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
6,419
+1,043
| +19% | +$126K | 0.01% | 244 |
|
|
2025
Q1 | $599K | Buy |
5,376
+91
| +2% | +$10.1K | 0.01% | 221 |
|
|
2024
Q4 | $514K | Buy |
5,285
+71
| +1% | +$6.91K | 0.01% | 218 |
|
|
2024
Q3 | $600K | Sell |
5,214
-99
| -2% | -$11.4K | 0.01% | 207 |
|
|
2024
Q2 | $566K | Buy |
5,313
+330
| +7% | +$35.1K | 0.01% | 217 |
|
|
2024
Q1 | $482K | Sell |
4,983
-612
| -11% | -$59.2K | 0.01% | 226 |
|
|
2023
Q4 | $565K | Sell |
5,595
-134
| -2% | -$13.5K | 0.01% | 230 |
|
|
2023
Q3 | $584K | Sell |
5,729
-325
| -5% | -$33.1K | 0.02% | 210 |
|
|
2023
Q2 | $611K | Sell |
6,054
-211
| -3% | -$21.3K | 0.02% | 201 |
|
|
2023
Q1 | $576K | Buy |
6,265
+178
| +3% | +$16.4K | 0.02% | 200 |
|
|
2022
Q4 | $552K | Sell |
6,087
-538
| -8% | -$48.8K | 0.02% | 211 |
|
|
2022
Q3 | $504K | Sell |
6,625
-115
| -2% | -$8.75K | 0.02% | 206 |
|
|
2022
Q2 | $570K | Sell |
6,740
-96
| -1% | -$8.12K | 0.02% | 203 |
|
|
2022
Q1 | $600K | Sell |
6,836
-327
| -5% | -$28.7K | 0.02% | 199 |
|
|
2021
Q4 | $627K | Sell |
7,163
-30
| -0.4% | -$2.63K | 0.02% | 191 |
|
|
2021
Q3 | $588K | Buy |
7,193
+250
| +4% | +$20.4K | 0.02% | 200 |
|
|
2021
Q2 | $633K | Buy |
6,943
+84
| +1% | +$7.66K | 0.02% | 188 |
|
|
2021
Q1 | $586K | Sell |
6,859
-346
| -5% | -$29.6K | 0.02% | 198 |
|
|
2020
Q4 | $627K | Sell |
7,205
-636
| -8% | -$55.3K | 0.03% | 177 |
|
|
2020
Q3 | $682K | Sell |
7,841
-138
| -2% | -$12K | 0.03% | 173 |
|
|
2020
Q2 | $697K | Sell |
7,979
-8,947
| -53% | -$782K | 0.03% | 170 |
|
|
2020
Q1 | $1.4M | Sell |
16,926
-870
| -5% | -$71.8K | 0.08% | 143 |
|
|
2019
Q4 | $1.69M | Sell |
17,796
-1,402
| -7% | -$133K | 0.08% | 142 |
|
|
2019
Q3 | $1.67M | Sell |
19,198
-2,499
| -12% | -$217K | 0.08% | 137 |
|
|
2019
Q2 | $1.98M | Buy |
21,697
+21,474
| +9,630% | +$1.96M | 0.1% | 118 |
|
|
2019
Q1 | $19K | Sell |
223
-256
| -53% | -$21.8K | ﹤0.01% | 460 |
|
|
2018
Q4 | $37K | Buy |
479
+33
| +7% | +$2.55K | ﹤0.01% | 379 |
|
|
2018
Q3 | $34K | Sell |
446
-79
| -15% | -$6.02K | ﹤0.01% | 412 |
|
|
2018
Q2 | $36K | Buy |
525
+79
| +18% | +$5.42K | ﹤0.01% | 386 |
|
|
2018
Q1 | $32K | Sell |
446
-277
| -38% | -$19.9K | ﹤0.01% | 405 |
|
|
2017
Q4 | $54K | Buy |
+723
| New | +$54K | ﹤0.01% | 342 |
|
|
2017
Q3 | – | Sell |
-446
| Closed | -$33K | – | 550 |
|
|
2017
Q2 | $33K | Sell |
446
-92
| -17% | -$6.81K | ﹤0.01% | 352 |
|
|
2017
Q1 | $36K | Buy |
538
+176
| +49% | +$11.8K | ﹤0.01% | 338 |
|
|
2016
Q4 | $24K | Sell |
362
-32
| -8% | -$2.12K | ﹤0.01% | 338 |
|
|
2016
Q3 | $28K | Buy |
394
+171
| +77% | +$12.2K | ﹤0.01% | 319 |
|
|
2016
Q2 | $17K | Sell |
223
-164
| -42% | -$12.5K | ﹤0.01% | 364 |
|
|
2016
Q1 | $25K | Sell |
387
-78
| -17% | -$5.04K | ﹤0.01% | 331 |
|
|
2015
Q4 | $36K | Hold |
465
| – | – | ﹤0.01% | 275 |
|
|
2015
Q3 | $38K | Hold |
465
| – | – | 0.01% | 252 |
|
|
2015
Q2 | $41K | Sell |
465
-44
| -9% | -$3.88K | 0.01% | 261 |
|
|
2015
Q1 | $45K | Buy |
509
+286
| +128% | +$25.3K | 0.01% | 253 |
|
|
2014
Q4 | $19K | Hold |
223
| – | – | ﹤0.01% | 303 |
|
|
2014
Q3 | $19K | Sell |
223
-168
| -43% | -$14.3K | ﹤0.01% | 280 |
|
|
2014
Q2 | $32K | Sell |
391
-129
| -25% | -$10.6K | 0.01% | 249 |
|
|
2014
Q1 | $40K | Buy |
520
+347
| +201% | +$26.7K | 0.01% | 220 |
|
|
2013
Q4 | $12K | Buy |
+173
| New | +$12K | ﹤0.01% | 366 |
|