HeadInvest LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
16,884
-807
| -5% | -$97.7K | 0.44% | 58 |
|
|
2025
Q1 | $1.97M | Sell |
17,691
-160
| -0.9% | -$17.8K | 0.38% | 62 |
|
|
2024
Q4 | $1.74M | Hold |
17,851
| – | – | 0.33% | 70 |
|
|
2024
Q3 | $2.05M | Sell |
17,851
-127
| -0.7% | -$14.6K | 0.38% | 64 |
|
|
2024
Q2 | $1.91M | Hold |
17,978
| – | – | 0.38% | 65 |
|
|
2024
Q1 | $1.74M | Sell |
17,978
-37
| -0.2% | -$3.58K | 0.34% | 65 |
|
|
2023
Q4 | $1.82M | Sell |
18,015
-88
| -0.5% | -$8.89K | 0.38% | 61 |
|
|
2023
Q3 | $1.84M | Hold |
18,103
| – | – | 0.4% | 56 |
|
|
2023
Q2 | $1.88M | Sell |
18,103
-543
| -3% | -$56.2K | 0.4% | 56 |
|
|
2023
Q1 | $1.72M | Sell |
18,646
-123
| -0.7% | -$11.3K | 0.38% | 59 |
|
|
2022
Q4 | $1.7M | Sell |
18,769
-196
| -1% | -$17.8K | 0.38% | 59 |
|
|
2022
Q3 | $1.44M | Sell |
18,965
-345
| -2% | -$26.2K | 0.35% | 63 |
|
|
2022
Q2 | $1.63M | Buy |
19,310
+1,135
| +6% | +$95.9K | 0.36% | 62 |
|
|
2022
Q1 | $1.6M | Buy |
18,175
+209
| +1% | +$18.3K | 0.3% | 70 |
|
|
2021
Q4 | $1.57M | Buy |
17,966
+2,940
| +20% | +$257K | 0.28% | 72 |
|
|
2021
Q3 | $1.23M | Sell |
15,026
-63
| -0.4% | -$5.15K | 0.23% | 80 |
|
|
2021
Q2 | $1.38M | Buy |
15,089
+199
| +1% | +$18.1K | 0.26% | 73 |
|
|
2021
Q1 | $1.27M | Buy |
14,890
+194
| +1% | +$16.6K | 0.26% | 72 |
|
|
2020
Q4 | $1.39M | Buy |
14,696
+1,844
| +14% | +$174K | 0.29% | 66 |
|
|
2020
Q3 | $1.12M | Sell |
12,852
-100
| -0.8% | -$8.7K | 0.32% | 61 |
|
|
2020
Q2 | $1.13M | Sell |
12,952
-6
| -0% | -$524 | 0.36% | 61 |
|
|
2020
Q1 | $1.07M | Buy |
12,958
+206
| +2% | +$17K | 0.4% | 52 |
|
|
2019
Q4 | $1.21M | Sell |
12,752
-150
| -1% | -$14.2K | 0.35% | 59 |
|
|
2019
Q3 | $1.12M | Sell |
12,902
-860
| -6% | -$74.7K | 0.34% | 58 |
|
|
2019
Q2 | $1.26M | Sell |
13,762
-1,596
| -10% | -$146K | 0.36% | 58 |
|
|
2019
Q1 | $1.32M | Sell |
15,358
-16,723
| -52% | -$1.44M | 0.37% | 56 |
|
|
2018
Q4 | $2.47M | Buy |
32,081
+16,041
| +100% | +$1.23M | 0.39% | 56 |
|
|
2018
Q3 | $1.24M | Buy |
16,040
+307
| +2% | +$23.7K | 0.36% | 59 |
|
|
2018
Q2 | $1.07M | Buy |
15,733
+103
| +0.7% | +$6.97K | 0.32% | 59 |
|
|
2018
Q1 | $1.13M | Sell |
15,630
-334
| -2% | -$24.2K | 0.36% | 56 |
|
|
2017
Q4 | $1.2M | Sell |
15,964
-190
| -1% | -$14.3K | 0.37% | 57 |
|
|
2017
Q3 | $1.2M | Sell |
16,154
-413
| -2% | -$30.6K | 0.37% | 57 |
|
|
2017
Q2 | $1.24M | Sell |
16,567
-318
| -2% | -$23.8K | 0.41% | 56 |
|
|
2017
Q1 | $1.12M | Buy |
16,885
+335
| +2% | +$22.3K | 0.38% | 58 |
|
|
2016
Q4 | $1.08M | Buy |
16,550
+5,725
| +53% | +$374K | 0.4% | 58 |
|
|
2016
Q3 | $754K | Buy |
10,825
+1,283
| +13% | +$89.4K | 0.27% | 69 |
|
|
2016
Q2 | $705K | Hold |
9,542
| – | – | 0.27% | 65 |
|
|
2016
Q1 | $619K | Buy |
9,542
+335
| +4% | +$21.7K | 0.24% | 64 |
|
|
2015
Q4 | $710K | Sell |
9,207
-1,384
| -13% | -$107K | 0.29% | 63 |
|
|
2015
Q3 | $872K | Hold |
10,591
| – | – | 0.35% | 56 |
|
|
2015
Q2 | $933K | Sell |
10,591
-748
| -7% | -$65.9K | 0.35% | 56 |
|
|
2015
Q1 | $1M | Buy |
11,339
+748
| +7% | +$66.1K | 0.36% | 56 |
|
|
2014
Q4 | $879K | Buy |
10,591
+1,217
| +13% | +$101K | 0.35% | 57 |
|
|
2014
Q3 | $779K | Buy |
9,374
+2,968
| +46% | +$247K | 0.31% | 60 |
|
|
2014
Q2 | $520K | Hold |
6,406
| – | – | 0.21% | 72 |
|
|
2014
Q1 | $488K | Buy |
6,406
+558
| +10% | +$42.5K | 0.21% | 70 |
|
|
2013
Q4 | $421K | Sell |
5,848
-111
| -2% | -$7.99K | 0.18% | 73 |
|
|
2013
Q3 | $410K | Hold |
5,959
| – | – | 0.18% | 73 |
|
|
2013
Q2 | $378K | Buy |
+5,959
| New | +$378K | 0.17% | 79 |
|