Independent Advisor Alliance’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
4,880
+346
| +8% | +$41.9K | 0.02% | 539 |
|
|
2025
Q1 | $505K | Buy |
4,534
+172
| +4% | +$19.2K | 0.02% | 519 |
|
|
2024
Q4 | $424K | Buy |
4,362
+826
| +23% | +$80.4K | 0.01% | 1007 |
|
|
2024
Q3 | $407K | Buy |
3,536
+41
| +1% | +$4.72K | 0.01% | 496 |
|
|
2024
Q2 | $372K | Sell |
3,495
-195
| -5% | -$20.8K | 0.01% | 524 |
|
|
2024
Q1 | $357K | Sell |
3,690
-908
| -20% | -$87.8K | 0.01% | 531 |
|
|
2023
Q4 | $464K | Buy |
4,598
+350
| +8% | +$35.3K | 0.02% | 452 |
|
|
2023
Q3 | $433K | Sell |
4,248
-58
| -1% | -$5.91K | 0.02% | 444 |
|
|
2023
Q2 | $434K | Sell |
4,306
-194
| -4% | -$19.6K | 0.02% | 453 |
|
|
2023
Q1 | $414K | Buy |
+4,500
| New | +$414K | 0.02% | 458 |
|
|
2022
Q4 | – | Sell |
-4,863
| Closed | -$370K | – | 564 |
|
|
2022
Q3 | $370K | Buy |
4,863
+279
| +6% | +$21.2K | 0.02% | 436 |
|
|
2022
Q2 | $387K | Sell |
4,584
-499
| -10% | -$42.1K | 0.02% | 432 |
|
|
2022
Q1 | $446K | Sell |
5,083
-111
| -2% | -$9.74K | 0.02% | 420 |
|
|
2021
Q4 | $454K | Sell |
5,194
-742
| -13% | -$64.9K | 0.02% | 416 |
|
|
2021
Q3 | $485K | Buy |
5,936
+250
| +4% | +$20.4K | 0.03% | 391 |
|
|
2021
Q2 | $519K | Buy |
5,686
+959
| +20% | +$87.5K | 0.03% | 388 |
|
|
2021
Q1 | $404K | Buy |
4,727
+43
| +0.9% | +$3.68K | 0.02% | 414 |
|
|
2020
Q4 | $442K | Buy |
4,684
+473
| +11% | +$44.6K | 0.03% | 365 |
|
|
2020
Q3 | $366K | Sell |
4,211
-97
| -2% | -$8.43K | 0.03% | 351 |
|
|
2020
Q2 | $376K | Buy |
4,308
+8
| +0.2% | +$698 | 0.04% | 327 |
|
|
2020
Q1 | $355K | Sell |
4,300
-123
| -3% | -$10.2K | 0.05% | 251 |
|
|
2019
Q4 | $419K | Buy |
4,423
+256
| +6% | +$24.3K | 0.02% | 575 |
|
|
2019
Q3 | $362K | Buy |
4,167
+176
| +4% | +$15.3K | 0.04% | 297 |
|
|
2019
Q2 | $364K | Buy |
3,991
+9
| +0.2% | +$821 | 0.05% | 258 |
|
|
2019
Q1 | $343K | Sell |
3,982
-369
| -8% | -$31.8K | 0.05% | 283 |
|
|
2018
Q4 | $335K | Sell |
4,351
-726
| -14% | -$55.9K | 0.06% | 271 |
|
|
2018
Q3 | $342K | Sell |
5,077
-209
| -4% | -$14.1K | 0.06% | 232 |
|
|
2018
Q2 | $317K | Buy |
5,286
+474
| +10% | +$28.4K | 0.07% | 232 |
|
|
2018
Q1 | $343K | Buy |
4,812
+313
| +7% | +$22.3K | 0.08% | 230 |
|
|
2017
Q4 | $347K | Buy |
4,499
+85
| +2% | +$6.56K | 0.08% | 226 |
|
|
2017
Q3 | $338K | Sell |
4,414
-9,315
| -68% | -$713K | 0.09% | 193 |
|
|
2017
Q2 | $325K | Buy |
13,729
+7,830
| +133% | +$185K | 0.1% | 182 |
|
|
2017
Q1 | $390K | Buy |
+5,899
| New | +$390K | 0.06% | 257 |
|