Institute for Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Buy |
3,636
+5
| +0.1% | +$766 | 0.06% | 298 |
|
|
2025
Q4 | $501K | Sell |
3,631
-67
| -2% | -$8.77K | 0.05% | 316 |
|
|
2025
Q3 | $474K | Hold |
3,698
| – | – | 0.05% | 335 |
|
|
2025
Q2 | $447K | Hold |
3,698
| – | – | 0.05% | 335 |
|
|
2025
Q1 | $412K | Sell |
3,698
-1
| -0% | -$106 | 0.05% | 335 |
|
|
2024
Q4 | $360K | Sell |
3,699
-33
| -0.9% | -$3.52K | 0.05% | 363 |
|
|
2024
Q3 | $429K | Buy |
3,732
+43
| +1% | +$4.88K | 0.05% | 328 |
|
|
2024
Q2 | $393K | Sell |
3,689
-42
| -1% | -$4.22K | 0.05% | 330 |
|
|
2024
Q1 | $361K | Sell |
3,731
-244
| -6% | -$25K | 0.05% | 352 |
|
|
2023
Q4 | $401K | Sell |
3,975
-12
| -0.3% | -$1.16K | 0.07% | 311 |
|
|
2023
Q3 | $406K | Sell |
3,987
-347
| -8% | -$35.2K | 0.07% | 292 |
|
|
2023
Q2 | $437K | Sell |
4,334
-165
| -4% | -$16.5K | 0.08% | 290 |
|
|
2023
Q1 | $414K | Sell |
4,499
-161
| -3% | -$14.1K | 0.08% | 292 |
|
|
2022
Q4 | $423K | Sell |
4,660
-288
| -6% | -$24.3K | 0.09% | 287 |
|
|
2022
Q3 | $376K | Buy |
4,948
+72
| +1% | +$5.97K | 0.08% | 292 |
|
|
2022
Q2 | $412K | Sell |
4,876
-7
| -0.1% | -$614 | 0.08% | 314 |
|
|
2022
Q1 | $429K | Buy |
4,883
+1
| +0% | +$87 | 0.07% | 325 |
|
|
2021
Q4 | $427K | Sell |
4,882
-97
| -2% | -$8.05K | 0.07% | 307 |
|
|
2021
Q3 | $407K | Sell |
4,979
-60
| -1% | -$5.4K | 0.07% | 310 |
|
|
2021
Q2 | $460K | Sell |
5,039
-61
| -1% | -$5.43K | 0.08% | 295 |
|
|
2021
Q1 | $436K | Sell |
5,100
-192
| -4% | -$17.2K | 0.08% | 289 |
|
|
2020
Q4 | $500K | Buy |
5,292
+53
| +1% | +$4.63K | 0.1% | 255 |
|
|
2020
Q3 | $456K | Sell |
5,239
-7
| -0.1% | -$606 | 0.11% | 243 |
|
|
2020
Q2 | $458K | Buy |
5,246
+51
| +1% | +$4.4K | 0.11% | 249 |
|
|
2020
Q1 | $428K | Sell |
5,195
-105
| -2% | -$9.37K | 0.14% | 210 |
|
|
2019
Q4 | $502K | Buy |
5,300
+1,280
| +32% | +$115K | 0.11% | 251 |
|
|
2019
Q3 | $349K | Sell |
4,020
-691
| -15% | -$62K | 0.09% | 299 |
|
|
2019
Q2 | $430K | Buy |
4,711
+190
| +4% | +$16.1K | 0.1% | 286 |
|
|
2019
Q1 | $390K | Sell |
4,521
-1,994
| -31% | -$160K | 0.08% | 286 |
|
|
2018
Q4 | $501K | Buy |
+6,515
| New | +$507K | 0.21% | 149 |
|
|
2017
Q3 | – | Sell |
-4,075
| Closed | -$303K | – | 347 |
|
|
2017
Q2 | $303K | Buy |
+4,075
| New | +$289K | 0.08% | 310 |
|
Other funds holding NVS
