Heck Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
3,350
+244
| +8% | +$29.5K | 0.03% | 145 |
|
|
2025
Q1 | $346K | Buy |
3,106
+4
| +0.1% | +$446 | 0.04% | 135 |
|
|
2024
Q4 | $302K | Sell |
3,102
-4
| -0.1% | -$389 | 0.03% | 131 |
|
|
2024
Q3 | $357K | Sell |
3,106
-3,270
| -51% | -$376K | 0.04% | 125 |
|
|
2024
Q2 | $679K | Buy |
6,376
+3,198
| +101% | +$340K | 0.08% | 95 |
|
|
2024
Q1 | $307K | Sell |
3,178
-40
| -1% | -$3.87K | 0.05% | 115 |
|
|
2023
Q4 | $325K | Sell |
3,218
-288
| -8% | -$29.1K | 0.05% | 112 |
|
|
2023
Q3 | $357K | Sell |
3,506
-45
| -1% | -$4.58K | 0.07% | 103 |
|
|
2023
Q2 | $358K | Sell |
3,551
-86
| -2% | -$8.68K | 0.06% | 101 |
|
|
2023
Q1 | $335K | Buy |
3,637
+129
| +4% | +$11.9K | 0.06% | 95 |
|
|
2022
Q4 | $318K | Buy |
3,508
+52
| +2% | +$4.72K | 0.06% | 100 |
|
|
2022
Q3 | $263K | Buy |
3,456
+61
| +2% | +$4.64K | 0.05% | 104 |
|
|
2022
Q2 | $287K | Sell |
3,395
-415
| -11% | -$35.1K | 0.06% | 100 |
|
|
2022
Q1 | $334K | Sell |
3,810
-39
| -1% | -$3.42K | 0.06% | 93 |
|
|
2021
Q4 | $337K | Sell |
3,849
-276
| -7% | -$24.1K | 0.06% | 98 |
|
|
2021
Q3 | $337K | Sell |
4,125
-67
| -2% | -$5.48K | 0.07% | 97 |
|
|
2021
Q2 | $382K | Buy |
4,192
+382
| +10% | +$34.9K | 0.08% | 94 |
|
|
2021
Q1 | $334K | Sell |
3,810
-426
| -10% | -$37.4K | 0.07% | 93 |
|
|
2020
Q4 | $400K | Sell |
4,236
-7
| -0.2% | -$661 | 0.1% | 82 |
|
|
2020
Q3 | $369K | Buy |
4,243
+325
| +8% | +$28.3K | 0.1% | 70 |
|
|
2020
Q2 | $342K | Buy |
3,918
+923
| +31% | +$80.6K | 0.07% | 71 |
|
|
2020
Q1 | $247K | Sell |
2,995
-93
| -3% | -$7.67K | 0.07% | 66 |
|
|
2019
Q4 | $292K | Buy |
3,088
+112
| +4% | +$10.6K | 0.07% | 74 |
|
|
2019
Q3 | $259K | Buy |
2,976
+116
| +4% | +$10.1K | 0.08% | 75 |
|
|
2019
Q2 | $261K | Sell |
2,860
-207
| -7% | -$18.9K | 0.07% | 73 |
|
|
2019
Q1 | $264K | Buy |
3,067
+117
| +4% | +$10.1K | 0.08% | 67 |
|
|
2018
Q4 | $227K | Sell |
2,950
-58
| -2% | -$4.46K | 0.08% | 64 |
|
|
2018
Q3 | $232K | Sell |
3,008
-190
| -6% | -$14.7K | 0.08% | 70 |
|
|
2018
Q2 | $216K | Buy |
3,198
+20
| +0.6% | +$1.35K | 0.08% | 68 |
|
|
2018
Q1 | $230K | Sell |
3,178
-7
| -0.2% | -$507 | 0.1% | 56 |
|
|
2017
Q4 | $240K | Buy |
3,185
+24
| +0.8% | +$1.81K | 0.12% | 51 |
|
|
2017
Q3 | $243K | Buy |
3,161
+93
| +3% | +$7.15K | 0.13% | 46 |
|
|
2017
Q2 | $229K | Sell |
3,068
-228
| -7% | -$17.1K | 0.13% | 41 |
|
|
2017
Q1 | $219K | Sell |
3,296
-156
| -5% | -$10.4K | 0.14% | 37 |
|
|
2016
Q4 | $225K | Buy |
+3,452
| New | +$225K | 0.16% | 35 |
|