Hartford Financial 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
$2.3K Hold
19
﹤0.01% 320
2025
Q1
$2.12K Hold
19
﹤0.01% 336
2024
Q4
$1.85K Hold
19
﹤0.01% 360
2024
Q3
$2.19K Hold
19
﹤0.01% 357
2024
Q2
$2.02K Hold
19
﹤0.01% 361
2024
Q1
$1.84K Hold
19
﹤0.01% 370
2023
Q4
$1.92K Buy
19
+3
+19% +$303 ﹤0.01% 376
2023
Q3
$1.63K Buy
16
+2
+14% +$204 ﹤0.01% 376
2023
Q2
$1.41K Hold
14
﹤0.01% 356
2023
Q1
$1.29K Buy
+14
New +$1.29K ﹤0.01% 359
2022
Q3
Sell
-30
Closed -$3K 386
2022
Q2
$3K Hold
30
﹤0.01% 341
2022
Q1
$3K Hold
30
﹤0.01% 355
2021
Q4
$3K Sell
30
-100
-77% -$10K ﹤0.01% 342
2021
Q3
$11K Hold
130
﹤0.01% 287
2021
Q2
$12K Hold
130
﹤0.01% 287
2021
Q1
$11K Hold
130
﹤0.01% 293
2020
Q4
$12K Buy
130
+30
+30% +$2.77K ﹤0.01% 276
2020
Q3
$9K Hold
100
﹤0.01% 268
2020
Q2
$9K Hold
100
﹤0.01% 270
2020
Q1
$8K Hold
100
﹤0.01% 271
2019
Q4
$9K Hold
100
﹤0.01% 298
2019
Q3
$9K Hold
100
﹤0.01% 301
2019
Q2
$9K Sell
100
-12
-11% -$1.08K ﹤0.01% 301
2019
Q1
$10K Hold
112
﹤0.01% 301
2018
Q4
$9K Hold
112
﹤0.01% 315
2018
Q3
$9K Sell
112
-1,071
-91% -$86.1K ﹤0.01% 328
2018
Q2
$80K Hold
1,183
0.03% 205
2018
Q1
$85K Sell
1,183
-100
-8% -$7.19K 0.04% 163
2017
Q4
$96K Hold
1,283
0.05% 159
2017
Q3
$98K Hold
1,283
0.05% 159
2017
Q2
$95K Buy
1,283
+111
+9% +$8.22K 0.04% 167
2017
Q1
$77K Buy
1,172
+1,072
+1,072% +$70.4K 0.05% 162
2016
Q4
$7K Hold
100
﹤0.01% 263
2016
Q3
$7K Hold
100
﹤0.01% 260
2016
Q2
$7K Hold
100
﹤0.01% 238
2016
Q1
$6K Hold
100
﹤0.01% 242
2015
Q4
$7K Hold
100
﹤0.01% 227
2015
Q3
$8K Hold
100
0.01% 206
2015
Q2
$8K Buy
+100
New +$8K ﹤0.01% 222
2015
Q1
Sell
-100
Closed -$8K 187
2014
Q4
$8K Hold
100
﹤0.01% 199
2014
Q3
$8K Hold
100
﹤0.01% 222
2014
Q2
$8K Buy
+100
New +$8K ﹤0.01% 223