Greenwich Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
11,312
-88
| -0.8% | -$10.7K | 0.07% | 111 |
|
|
2025
Q1 | $1.27M | Sell |
11,400
-978
| -8% | -$109K | 0.1% | 106 |
|
|
2024
Q4 | $1.21M | Buy |
12,378
+653
| +6% | +$63.6K | 0.09% | 105 |
|
|
2024
Q3 | $1.35M | Buy |
11,725
+249
| +2% | +$28.6K | 0.09% | 98 |
|
|
2024
Q2 | $1.22M | Hold |
11,476
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $1.11M | Hold |
11,476
| – | – | 0.09% | 104 |
|
|
2023
Q4 | $1.16M | Hold |
11,476
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $1.17M | Hold |
11,476
| – | – | 0.12% | 92 |
|
|
2023
Q2 | $1.16M | Hold |
11,476
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $1.06M | Hold |
11,476
| – | – | 0.12% | 103 |
|
|
2022
Q4 | $1.04M | Hold |
11,476
| – | – | 0.11% | 107 |
|
|
2022
Q3 | $872K | Hold |
11,476
| – | – | 0.09% | 116 |
|
|
2022
Q2 | $970K | Hold |
11,476
| – | – | 0.13% | 113 |
|
|
2022
Q1 | $1.01M | Sell |
11,476
-95
| -0.8% | -$8.34K | 0.1% | 112 |
|
|
2021
Q4 | $1.01M | Buy |
11,571
+185
| +2% | +$16.2K | 0.08% | 113 |
|
|
2021
Q3 | $931K | Buy |
11,386
+95
| +0.8% | +$7.77K | 0.08% | 115 |
|
|
2021
Q2 | $1.03M | Hold |
11,291
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $965K | Hold |
11,291
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $1.07M | Hold |
11,291
| – | – | 0.09% | 90 |
|
|
2020
Q3 | $982K | Hold |
11,291
| – | – | 0.18% | 88 |
|
|
2020
Q2 | $986K | Hold |
11,291
| – | – | 0.19% | 85 |
|
|
2020
Q1 | $931K | Buy |
+11,291
| New | +$931K | 0.2% | 75 |
|