Horizon Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-32
Closed -$3.57K 1117
2025
Q1
$3.57K Sell
32
-5
-14% -$557 ﹤0.01% 685
2024
Q4
$3.6K Sell
37
-1
-3% -$97 ﹤0.01% 689
2024
Q3
$4.37K Sell
38
-6
-14% -$690 ﹤0.01% 661
2024
Q2
$4.68K Buy
44
+4
+10% +$426 ﹤0.01% 670
2024
Q1
$3.87K Buy
40
+21
+111% +$2.03K ﹤0.01% 654
2023
Q4
$1.92K Buy
+19
New +$1.92K ﹤0.01% 646
2020
Q3
Sell
-66,138
Closed -$5.78M 437
2020
Q2
$5.78M Buy
66,138
+20,785
+46% +$1.82M 0.14% 76
2020
Q1
$3.74M Buy
+45,353
New +$3.74M 0.18% 40
2018
Q4
Sell
-22,965
Closed -$1.77M 275
2018
Q3
$1.77M Buy
22,965
+11,756
+105% +$908K 0.06% 89
2018
Q2
$759K Sell
11,209
-25
-0.2% -$1.69K 0.03% 153
2018
Q1
$814K Sell
11,234
-6,488
-37% -$470K 0.04% 121
2017
Q4
$1.28M Buy
17,722
+516
+3% +$37.2K 0.08% 83
2017
Q3
$1.24M Buy
17,206
+6,868
+66% +$495K 0.07% 71
2017
Q2
$745K Buy
+10,338
New +$745K 0.04% 86