Great Valley Advisor Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
52,022
+37,429
| +256% | +$4.53M | 0.14% | 151 |
|
|
2025
Q1 | $1.63M | Sell |
14,593
-28,462
| -66% | -$3.17M | 0.04% | 353 |
|
|
2024
Q4 | $4.19M | Buy |
43,055
+3,391
| +9% | +$330K | 0.09% | 207 |
|
|
2024
Q3 | $4.56M | Buy |
39,664
+8,321
| +27% | +$957K | 0.11% | 180 |
|
|
2024
Q2 | $3.34M | Buy |
+31,343
| New | +$3.34M | 0.09% | 220 |
|
|
2023
Q4 | – | Sell |
-4,847
| Closed | -$493K | – | 741 |
|
|
2023
Q3 | $493K | Buy |
4,847
+1,162
| +32% | +$118K | 0.02% | 438 |
|
|
2023
Q2 | $372K | Buy |
+3,685
| New | +$372K | 0.02% | 507 |
|
|
2022
Q4 | – | Sell |
-3,576
| Closed | -$272K | – | 722 |
|
|
2022
Q3 | $272K | Buy |
3,576
+269
| +8% | +$20.5K | 0.02% | 553 |
|
|
2022
Q2 | $280K | Buy |
3,307
+823
| +33% | +$69.7K | 0.02% | 561 |
|
|
2022
Q1 | $217K | Sell |
2,484
-172
| -6% | -$15K | 0.01% | 551 |
|
|
2021
Q4 | $229K | Sell |
2,656
-594
| -18% | -$51.2K | 0.01% | 548 |
|
|
2021
Q3 | $265K | Buy |
+3,250
| New | +$265K | 0.02% | 491 |
|