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 |
|