Hurlow Wealth Management Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
2,969
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $331K | Hold |
2,969
| – | – | 0.1% | 84 |
|
|
2024
Q4 | $289K | Hold |
2,969
| – | – | 0.09% | 94 |
|
|
2024
Q3 | $341K | Hold |
2,969
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $316K | Sell |
2,969
-10
| -0.3% | -$1.07K | 0.11% | 85 |
|
|
2024
Q1 | $288K | Buy |
2,979
+10
| +0.3% | +$967 | 0.1% | 89 |
|
|
2023
Q4 | $300K | Hold |
2,969
| – | – | 0.11% | 83 |
|
|
2023
Q3 | $302K | Hold |
2,969
| – | – | 0.13% | 83 |
|
|
2023
Q2 | $300K | Hold |
2,969
| – | – | 0.13% | 81 |
|
|
2023
Q1 | $273K | Hold |
2,969
| – | – | 0.13% | 85 |
|
|
2022
Q4 | $269K | Hold |
2,969
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $226K | Sell |
2,969
-55
| -2% | -$4.19K | 0.13% | 89 |
|
|
2022
Q2 | $256K | Hold |
3,024
| – | – | 0.15% | 83 |
|
|
2022
Q1 | $265K | Sell |
3,024
-302
| -9% | -$26.5K | 0.16% | 78 |
|
|
2021
Q4 | $301K | Sell |
3,326
-784
| -19% | -$71K | 0.24% | 68 |
|
|
2021
Q3 | $336K | Buy |
4,110
+1,086
| +36% | +$88.8K | 0.2% | 70 |
|
|
2021
Q2 | $276K | Sell |
3,024
-40
| -1% | -$3.65K | 0.18% | 78 |
|
|
2021
Q1 | $262K | Buy |
3,064
+40
| +1% | +$3.42K | 0.19% | 83 |
|
|
2020
Q4 | $286K | Hold |
3,024
| – | – | 0.22% | 74 |
|
|
2020
Q3 | $263K | Sell |
3,024
-58
| -2% | -$5.04K | 0.24% | 70 |
|
|
2020
Q2 | $265K | Sell |
3,082
-107
| -3% | -$9.2K | 0.26% | 72 |
|
|
2020
Q1 | $273K | Sell |
3,189
-312
| -9% | -$26.7K | 0.29% | 71 |
|
|
2019
Q4 | $332K | Hold |
3,501
| – | – | 0.33% | 76 |
|
|
2019
Q3 | $301K | Hold |
3,501
| – | – | 0.32% | 74 |
|
|
2019
Q2 | $318K | Sell |
3,501
-406
| -10% | -$36.9K | 0.33% | 69 |
|
|
2019
Q1 | $288K | Sell |
3,907
-188
| -5% | -$13.9K | 0.31% | 74 |
|
|
2018
Q4 | $314K | Buy |
+4,095
| New | +$314K | 0.38% | 63 |
|