IFG Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
2,302
-10,567
| -82% | -$1.28M | 0.01% | 628 |
|
|
2025
Q1 | $1.43M | Buy |
12,869
+10,430
| +428% | +$1.16M | 0.08% | 261 |
|
|
2024
Q4 | $237K | Buy |
+2,439
| New | +$237K | 0.01% | 600 |
|
|
2024
Q3 | – | Sell |
-2,310
| Closed | -$246K | – | 542 |
|
|
2024
Q2 | $246K | Buy |
+2,310
| New | +$246K | 0.02% | 548 |
|
|
2024
Q1 | – | Sell |
-3,369
| Closed | -$340K | – | 507 |
|
|
2023
Q4 | $340K | Sell |
3,369
-1,192
| -26% | -$120K | 0.02% | 447 |
|
|
2023
Q3 | $465K | Buy |
+4,561
| New | +$465K | 0.04% | 357 |
|
|
2023
Q2 | – | Sell |
-18,404
| Closed | -$1.69M | – | 444 |
|
|
2023
Q1 | $1.69M | Buy |
18,404
+6,578
| +56% | +$605K | 0.16% | 158 |
|
|
2022
Q4 | $1.07M | Buy |
11,826
+2,138
| +22% | +$194K | 0.11% | 200 |
|
|
2022
Q3 | $736K | Buy |
+9,688
| New | +$736K | 0.07% | 258 |
|
|
2022
Q2 | – | Sell |
-2,360
| Closed | -$207K | – | 513 |
|
|
2022
Q1 | $207K | Buy |
2,360
+21
| +0.9% | +$1.84K | 0.02% | 467 |
|
|
2021
Q4 | $204K | Sell |
2,339
-109
| -4% | -$9.51K | 0.02% | 477 |
|
|
2021
Q3 | $200K | Sell |
2,448
-76
| -3% | -$6.21K | 0.02% | 469 |
|
|
2021
Q2 | $230K | Sell |
2,524
-1,477
| -37% | -$135K | 0.03% | 432 |
|
|
2021
Q1 | $342K | Buy |
4,001
+282
| +8% | +$24.1K | 0.04% | 372 |
|
|
2020
Q4 | $351K | Buy |
3,719
+64
| +2% | +$6.04K | 0.05% | 326 |
|
|
2020
Q3 | $317K | Hold |
3,655
| – | – | 0.05% | 314 |
|
|
2020
Q2 | $319K | Buy |
3,655
+29
| +0.8% | +$2.53K | 0.06% | 295 |
|
|
2020
Q1 | $298K | Sell |
3,626
-18
| -0.5% | -$1.48K | 0.07% | 264 |
|
|
2019
Q4 | $345K | Hold |
3,644
| – | – | 0.06% | 290 |
|
|
2019
Q3 | $316K | Sell |
3,644
-1,087
| -23% | -$94.3K | 0.06% | 291 |
|
|
2019
Q2 | $432K | Sell |
4,731
-702
| -13% | -$64.1K | 0.08% | 219 |
|
|
2019
Q1 | $468K | Sell |
5,433
-230
| -4% | -$19.8K | 0.09% | 205 |
|
|
2018
Q4 | $435K | Sell |
5,663
-354
| -6% | -$27.2K | 0.1% | 189 |
|
|
2018
Q3 | $464K | Sell |
6,017
-242
| -4% | -$18.7K | 0.09% | 219 |
|
|
2018
Q2 | $423K | Sell |
6,259
-186
| -3% | -$12.6K | 0.09% | 219 |
|
|
2018
Q1 | $466K | Sell |
6,445
-599
| -9% | -$43.3K | 0.1% | 190 |
|
|
2017
Q4 | $529K | Buy |
+7,044
| New | +$529K | 0.12% | 170 |
|