Great Diamond Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
2,619
+800
| +44% | +$96.8K | 0.07% | 179 |
|
|
2025
Q1 | $203K | Buy |
+1,819
| New | +$203K | 0.06% | 174 |
|
|
2024
Q4 | – | Sell |
-2,066
| Closed | -$238K | – | 196 |
|
|
2024
Q3 | $238K | Sell |
2,066
-1,269
| -38% | -$146K | 0.06% | 173 |
|
|
2024
Q2 | $355K | Sell |
3,335
-69
| -2% | -$7.35K | 0.08% | 154 |
|
|
2024
Q1 | $329K | Buy |
3,404
+1
| +0% | +$97 | 0.08% | 165 |
|
|
2023
Q4 | $344K | Buy |
3,403
+15
| +0.4% | +$1.52K | 0.08% | 163 |
|
|
2023
Q3 | $345K | Sell |
3,388
-198
| -6% | -$20.2K | 0.09% | 156 |
|
|
2023
Q2 | $362K | Buy |
3,586
+337
| +10% | +$34K | 0.1% | 159 |
|
|
2023
Q1 | $299K | Sell |
3,249
-1,995
| -38% | -$184K | 0.09% | 171 |
|
|
2022
Q4 | $476K | Sell |
5,244
-810
| -13% | -$73.5K | 0.15% | 123 |
|
|
2022
Q3 | $460K | Sell |
6,054
-70
| -1% | -$5.32K | 0.16% | 125 |
|
|
2022
Q2 | $517K | Buy |
6,124
+50
| +0.8% | +$4.22K | 0.17% | 112 |
|
|
2022
Q1 | $532K | Buy |
6,074
+2,983
| +97% | +$261K | 0.15% | 119 |
|
|
2021
Q4 | $270K | Sell |
3,091
-3,487
| -53% | -$305K | 0.07% | 189 |
|
|
2021
Q3 | $537K | Buy |
6,578
+109
| +2% | +$8.9K | 0.15% | 114 |
|
|
2021
Q2 | $590K | Buy |
6,469
+154
| +2% | +$14K | 0.17% | 111 |
|
|
2021
Q1 | $539K | Sell |
6,315
-313
| -5% | -$26.7K | 0.17% | 114 |
|
|
2020
Q4 | $625K | Buy |
6,628
+3,130
| +89% | +$295K | 0.2% | 93 |
|
|
2020
Q3 | $304K | Buy |
3,498
+61
| +2% | +$5.3K | 0.11% | 120 |
|
|
2020
Q2 | $300K | Buy |
3,437
+39
| +1% | +$3.4K | 0.12% | 114 |
|
|
2020
Q1 | $280K | Buy |
3,398
+849
| +33% | +$70K | 0.14% | 98 |
|
|
2019
Q4 | $241K | Buy |
+2,549
| New | +$241K | 0.09% | 136 |
|