Harbor Investment Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
1,692
-137
| -7% | -$16.6K | 0.02% | 367 |
|
|
2025
Q1 | $204K | Hold |
1,829
| – | – | 0.02% | 367 |
|
|
2024
Q4 | $178K | Hold |
1,829
| – | – | 0.02% | 368 |
|
|
2024
Q3 | $210K | Hold |
1,829
| – | – | 0.02% | 334 |
|
|
2024
Q2 | $195K | Sell |
1,829
-11
| -0.6% | -$1.17K | 0.02% | 335 |
|
|
2024
Q1 | $178K | Buy |
1,840
+11
| +0.6% | +$1.06K | 0.02% | 355 |
|
|
2023
Q4 | $185K | Sell |
1,829
-36
| -2% | -$3.64K | 0.02% | 334 |
|
|
2023
Q3 | $190K | Buy |
1,865
+93
| +5% | +$9.47K | 0.02% | 315 |
|
|
2023
Q2 | $179K | Sell |
1,772
-123
| -6% | -$12.4K | 0.02% | 364 |
|
|
2023
Q1 | $174K | Hold |
1,895
| – | – | 0.03% | 372 |
|
|
2022
Q4 | $172K | Sell |
1,895
-40
| -2% | -$3.63K | 0.03% | 369 |
|
|
2022
Q3 | $147K | Hold |
1,935
| – | – | 0.02% | 386 |
|
|
2022
Q2 | $164K | Hold |
1,935
| – | – | 0.03% | 371 |
|
|
2022
Q1 | $170K | Buy |
1,935
+122
| +7% | +$10.7K | 0.02% | 404 |
|
|
2021
Q4 | $159K | Hold |
1,813
| – | – | 0.02% | 421 |
|
|
2021
Q3 | $148K | Hold |
1,813
| – | – | 0.02% | 432 |
|
|
2021
Q2 | $165K | Buy |
1,813
+78
| +4% | +$7.1K | 0.02% | 396 |
|
|
2021
Q1 | $148K | Sell |
1,735
-314
| -15% | -$26.8K | 0.02% | 396 |
|
|
2020
Q4 | $193K | Sell |
2,049
-130
| -6% | -$12.2K | 0.03% | 316 |
|
|
2020
Q3 | $189K | Sell |
2,179
-517
| -19% | -$44.8K | 0.04% | 282 |
|
|
2020
Q2 | $235K | Buy |
2,696
+78
| +3% | +$6.8K | 0.05% | 242 |
|
|
2020
Q1 | $216K | Buy |
2,618
+14
| +0.5% | +$1.16K | 0.06% | 224 |
|
|
2019
Q4 | $247K | Buy |
+2,604
| New | +$247K | 0.06% | 225 |
|