IHT Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
3,931
+1,173
| +43% | +$142K | 0.01% | 723 |
|
|
2025
Q1 | $307K | Buy |
2,758
+355
| +15% | +$39.6K | 0.01% | 852 |
|
|
2024
Q4 | $234K | Sell |
2,403
-813
| -25% | -$79.1K | 0.01% | 955 |
|
|
2024
Q3 | $369K | Buy |
3,216
+996
| +45% | +$114K | 0.01% | 826 |
|
|
2024
Q2 | $236K | Sell |
2,220
-165
| -7% | -$17.6K | 0.01% | 887 |
|
|
2024
Q1 | $231K | Buy |
2,385
+53
| +2% | +$5.13K | 0.01% | 896 |
|
|
2023
Q4 | $235K | Sell |
2,332
-224
| -9% | -$22.6K | 0.01% | 859 |
|
|
2023
Q3 | $260K | Sell |
2,556
-260
| -9% | -$26.5K | 0.01% | 788 |
|
|
2023
Q2 | $284K | Buy |
2,816
+57
| +2% | +$5.75K | 0.01% | 749 |
|
|
2023
Q1 | $254K | Buy |
2,759
+138
| +5% | +$12.7K | 0.01% | 759 |
|
|
2022
Q4 | $238K | Sell |
2,621
-326
| -11% | -$29.6K | 0.01% | 756 |
|
|
2022
Q3 | $224K | Buy |
+2,947
| New | +$224K | 0.02% | 742 |
|
|
2021
Q3 | – | Sell |
-6,595
| Closed | -$602K | – | 925 |
|
|
2021
Q2 | $602K | Buy |
6,595
+297
| +5% | +$27.1K | 0.04% | 463 |
|
|
2021
Q1 | $538K | Buy |
6,298
+805
| +15% | +$68.8K | 0.04% | 435 |
|
|
2020
Q4 | $519K | Buy |
5,493
+724
| +15% | +$68.4K | 0.04% | 397 |
|
|
2020
Q3 | $415K | Buy |
4,769
+2,024
| +74% | +$176K | 0.04% | 390 |
|
|
2020
Q2 | $240K | Sell |
2,745
-2,271
| -45% | -$199K | 0.03% | 469 |
|
|
2020
Q1 | $414K | Buy |
5,016
+830
| +20% | +$68.5K | 0.06% | 318 |
|
|
2019
Q4 | $396K | Sell |
4,186
-110
| -3% | -$10.4K | 0.05% | 373 |
|
|
2019
Q3 | $373K | Buy |
4,296
+782
| +22% | +$67.9K | 0.05% | 375 |
|
|
2019
Q2 | $321K | Sell |
3,514
-270
| -7% | -$24.7K | 0.05% | 379 |
|
|
2019
Q1 | $326K | Buy |
3,784
+228
| +6% | +$19.6K | 0.05% | 346 |
|
|
2018
Q4 | $273K | Buy |
+3,556
| New | +$273K | 0.05% | 349 |
|
|
2018
Q2 | – | Sell |
-1,049
| Closed | -$75K | – | 1042 |
|
|
2018
Q1 | $75K | Buy |
1,049
+9
| +0.9% | +$643 | 0.02% | 562 |
|
|
2017
Q4 | $80K | Buy |
1,040
+739
| +246% | +$56.8K | 0.02% | 553 |
|
|
2017
Q3 | $23K | Sell |
301
-196
| -39% | -$15K | 0.01% | 734 |
|
|
2017
Q2 | $1 | Sell |
497
-93
| -16% | – | ﹤0.01% | 1337 |
|
|
2017
Q1 | $39K | Sell |
590
-58
| -9% | -$3.83K | 0.03% | 483 |
|
|
2016
Q4 | $42K | Buy |
+648
| New | +$42K | 0.03% | 423 |
|