GSB 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 | $311K | Buy |
2,573
+5
| +0.2% | +$605 | 0.08% | 180 |
|
|
2025
Q1 | $286K | Buy |
2,568
+1
| +0% | +$111 | 0.08% | 174 |
|
|
2024
Q4 | $250K | Sell |
2,567
-1
| -0% | -$97 | 0.06% | 192 |
|
|
2024
Q3 | $295K | Hold |
2,568
| – | – | 0.08% | 181 |
|
|
2024
Q2 | $273K | Buy |
2,568
+5
| +0.2% | +$532 | 0.07% | 185 |
|
|
2024
Q1 | $248K | Hold |
2,563
| – | – | 0.07% | 193 |
|
|
2023
Q4 | $259K | Hold |
2,563
| – | – | 0.08% | 184 |
|
|
2023
Q3 | $261K | Sell |
2,563
-1,810
| -41% | -$184K | 0.09% | 166 |
|
|
2023
Q2 | $441K | Hold |
4,373
| – | – | 0.14% | 138 |
|
|
2023
Q1 | $402K | Buy |
4,373
+5
| +0.1% | +$460 | 0.13% | 154 |
|
|
2022
Q4 | $396K | Hold |
4,368
| – | – | 0.14% | 150 |
|
|
2022
Q3 | $332K | Hold |
4,368
| – | – | 0.12% | 163 |
|
|
2022
Q2 | $369K | Hold |
4,368
| – | – | 0.13% | 161 |
|
|
2022
Q1 | $383K | Buy |
4,368
+4
| +0.1% | +$351 | 0.11% | 172 |
|
|
2021
Q4 | $382K | Buy |
4,364
+154
| +4% | +$13.5K | 0.11% | 171 |
|
|
2021
Q3 | $344K | Sell |
4,210
-354
| -8% | -$28.9K | 0.18% | 109 |
|
|
2021
Q2 | $416K | Hold |
4,564
| – | – | 0.13% | 164 |
|
|
2021
Q1 | $390K | Buy |
4,564
+354
| +8% | +$30.3K | 0.13% | 155 |
|
|
2020
Q4 | $398K | Hold |
4,210
| – | – | 1.78% | 17 |
|
|
2020
Q3 | $366K | Hold |
4,210
| – | – | 1.67% | 19 |
|
|
2020
Q2 | $368K | Hold |
4,210
| – | – | 2.05% | 14 |
|
|
2020
Q1 | $347K | Hold |
4,210
| – | – | 2.53% | 9 |
|
|
2019
Q4 | $399K | Hold |
4,210
| – | – | 1.64% | 16 |
|
|
2019
Q3 | $366K | Hold |
4,210
| – | – | 1.78% | 19 |
|
|
2019
Q2 | $384K | Sell |
4,210
-488
| -10% | -$44.5K | 2.01% | 16 |
|
|
2019
Q1 | $405K | Hold |
4,698
| – | – | 1.74% | 19 |
|
|
2018
Q4 | $361K | Hold |
4,698
| – | – | 1.91% | 19 |
|
|
2018
Q3 | $363K | Hold |
4,698
| – | – | 1.5% | 23 |
|
|
2018
Q2 | $318K | Hold |
4,698
| – | – | 1.51% | 26 |
|
|
2018
Q1 | $340K | Hold |
4,698
| – | – | 1.64% | 23 |
|
|
2017
Q4 | $353K | Hold |
4,698
| – | – | 1.59% | 22 |
|
|
2017
Q3 | $361K | Hold |
4,698
| – | – | 1.71% | 20 |
|
|
2017
Q2 | $351K | Hold |
4,698
| – | – | 1.59% | 21 |
|
|
2017
Q1 | $313K | Hold |
4,698
| – | – | 1.33% | 35 |
|
|
2016
Q4 | $307K | Buy |
+4,698
| New | +$307K | 1.2% | 40 |
|