IMA Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4K | Hold |
640
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $73.8K | Buy |
+640
| New | +$73.8K | 0.01% | 211 |
|
|
2024
Q4 | – | Sell |
-640
| Closed | -$73.6K | – | 246 |
|
|
2024
Q3 | $73.6K | Buy |
+640
| New | +$73.6K | 0.02% | 164 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$4K | – | 284 |
|
|
2019
Q2 | $4K | Sell |
46
-5
| -10% | -$435 | ﹤0.01% | 252 |
|
|
2019
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 246 |
|
|
2018
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 268 |
|
|
2018
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 380 |
|
|
2016
Q1 | – | Sell |
-6,601
| Closed | -$505K | – | 122 |
|
|
2015
Q4 | $505K | Buy |
6,601
+435
| +7% | +$33.3K | 0.31% | 73 |
|
|
2015
Q3 | $503K | Buy |
6,166
+569
| +10% | +$46.4K | 0.32% | 79 |
|
|
2015
Q2 | $493K | Sell |
5,597
-803
| -13% | -$70.7K | 0.23% | 88 |
|
|
2015
Q1 | $566K | Sell |
6,400
-34
| -0.5% | -$3.01K | 0.28% | 84 |
|
|
2014
Q4 | $534K | Sell |
6,434
-4,821
| -43% | -$400K | 0.28% | 84 |
|
|
2014
Q3 | $949K | Buy |
11,255
+837
| +8% | +$70.6K | 0.45% | 66 |
|
|
2014
Q2 | $845K | Sell |
10,418
-1,562
| -13% | -$127K | 0.39% | 74 |
|
|
2014
Q1 | $913K | Buy |
11,980
+44
| +0.4% | +$3.35K | 0.43% | 72 |
|
|
2013
Q4 | $860K | Sell |
11,936
-3,515
| -23% | -$253K | 0.41% | 74 |
|
|
2013
Q3 | $1.06M | Buy |
15,451
+949
| +7% | +$65.2K | 0.52% | 61 |
|
|
2013
Q2 | $919K | Buy |
+14,502
| New | +$919K | 0.5% | 67 |
|