IFP 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 | $236K | Sell |
1,952
-185
| -9% | -$22.4K | 0.01% | 1189 |
|
|
2025
Q1 | $238K | Buy |
2,137
+407
| +24% | +$45.4K | 0.01% | 1094 |
|
|
2024
Q4 | $168K | Buy |
1,730
+354
| +26% | +$34.4K | 0.01% | 1208 |
|
|
2024
Q3 | $158K | Sell |
1,376
-1,084
| -44% | -$125K | 0.01% | 1196 |
|
|
2024
Q2 | $262K | Buy |
2,460
+976
| +66% | +$104K | 0.01% | 902 |
|
|
2024
Q1 | $144K | Sell |
1,484
-1,035
| -41% | -$100K | 0.01% | 1149 |
|
|
2023
Q4 | $254K | Sell |
2,519
-1,466
| -37% | -$148K | 0.01% | 850 |
|
|
2023
Q3 | $406K | Buy |
3,985
+1,866
| +88% | +$190K | 0.02% | 666 |
|
|
2023
Q2 | $214K | Sell |
2,119
-987
| -32% | -$99.6K | 0.01% | 985 |
|
|
2023
Q1 | $189K | Sell |
3,106
-3,686
| -54% | -$224K | 0.01% | 965 |
|
|
2022
Q4 | $425K | Sell |
6,792
-941
| -12% | -$58.9K | 0.01% | 962 |
|
|
2022
Q3 | $484K | Sell |
7,733
-77
| -1% | -$4.82K | 0.01% | 950 |
|
|
2022
Q2 | $488K | Hold |
7,810
| – | – | 0.02% | 867 |
|
|
2022
Q1 | $488K | Buy |
7,810
+5,225
| +202% | +$326K | 0.02% | 867 |
|
|
2021
Q4 | $229K | Sell |
2,585
-307
| -11% | -$27.2K | ﹤0.01% | 878 |
|
|
2021
Q3 | $236K | Buy |
2,892
+1,326
| +85% | +$108K | ﹤0.01% | 849 |
|
|
2021
Q2 | $143K | Buy |
1,566
+196
| +14% | +$17.9K | ﹤0.01% | 1068 |
|
|
2021
Q1 | $120K | Buy |
1,370
+47
| +4% | +$4.12K | ﹤0.01% | 1087 |
|
|
2020
Q4 | $125K | Sell |
1,323
-260
| -16% | -$24.6K | 0.01% | 1020 |
|
|
2020
Q3 | $139K | Sell |
1,583
-274
| -15% | -$24.1K | 0.01% | 848 |
|
|
2020
Q2 | $163K | Sell |
1,857
-384
| -17% | -$33.7K | 0.01% | 750 |
|
|
2020
Q1 | $179K | Sell |
2,241
-1,418
| -39% | -$113K | 0.02% | 608 |
|
|
2019
Q4 | $348K | Sell |
3,659
-107
| -3% | -$10.2K | 0.03% | 505 |
|
|
2019
Q3 | $327K | Buy |
+3,766
| New | +$327K | 0.02% | 602 |
|
|
2019
Q1 | $176K | Sell |
1,997
-10,779
| -84% | -$950K | 0.02% | 506 |
|
|
2018
Q4 | $976K | Buy |
12,776
+532
| +4% | +$40.6K | 0.06% | 357 |
|
|
2018
Q3 | $945K | Buy |
12,244
+4,433
| +57% | +$342K | 0.04% | 449 |
|
|
2018
Q2 | $529K | Sell |
7,811
-1,797
| -19% | -$122K | 0.02% | 637 |
|
|
2018
Q1 | $723K | Hold |
9,608
| – | – | 0.03% | 487 |
|
|
2017
Q4 | $723K | Sell |
9,608
-4,073
| -30% | -$306K | 0.03% | 487 |
|
|
2017
Q3 | $1.05M | Buy |
13,681
+353
| +3% | +$27.1K | 0.04% | 427 |
|
|
2017
Q2 | $997K | Sell |
13,328
-83
| -0.6% | -$6.21K | 0.04% | 439 |
|
|
2017
Q1 | $892K | Buy |
13,411
+133
| +1% | +$8.85K | 0.04% | 455 |
|
|
2016
Q4 | $867K | Buy |
13,278
+5,890
| +80% | +$385K | 0.04% | 427 |
|
|
2016
Q3 | $523K | Sell |
7,388
-23
| -0.3% | -$1.63K | 0.03% | 549 |
|
|
2016
Q2 | $548K | Buy |
7,411
+5,414
| +271% | +$400K | 0.03% | 516 |
|
|
2016
Q1 | $176K | Sell |
1,997
-5,174
| -72% | -$456K | 0.02% | 506 |
|
|
2015
Q4 | $553K | Buy |
+7,171
| New | +$553K | 0.04% | 471 |
|