Integrated Wealth Concepts’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
17,029
-4,126
| -20% | -$499K | 0.02% | 608 |
|
|
2025
Q1 | $2.36M | Sell |
21,155
-2,940
| -12% | -$328K | 0.03% | 535 |
|
|
2024
Q4 | $2.34M | Buy |
24,095
+264
| +1% | +$25.7K | 0.03% | 506 |
|
|
2024
Q3 | $2.74M | Sell |
23,831
-536
| -2% | -$61.7K | 0.03% | 454 |
|
|
2024
Q2 | $2.59M | Buy |
24,367
+450
| +2% | +$47.9K | 0.04% | 430 |
|
|
2024
Q1 | $2.31M | Sell |
23,917
-879
| -4% | -$85K | 0.03% | 475 |
|
|
2023
Q4 | $2.5M | Sell |
24,796
-2,103
| -8% | -$212K | 0.04% | 404 |
|
|
2023
Q3 | $2.74M | Sell |
26,899
-327
| -1% | -$33.3K | 0.05% | 347 |
|
|
2023
Q2 | $2.75M | Buy |
27,226
+900
| +3% | +$90.8K | 0.05% | 350 |
|
|
2023
Q1 | $2.42M | Sell |
26,326
-2,031
| -7% | -$187K | 0.05% | 341 |
|
|
2022
Q4 | $2.57M | Buy |
28,357
+1,094
| +4% | +$99.3K | 0.07% | 263 |
|
|
2022
Q3 | $2.07M | Buy |
27,263
+130
| +0.5% | +$9.88K | 0.07% | 274 |
|
|
2022
Q2 | $2.29M | Buy |
27,133
+905
| +3% | +$76.5K | 0.07% | 251 |
|
|
2022
Q1 | $2.3M | Buy |
26,228
+1,378
| +6% | +$121K | 0.07% | 234 |
|
|
2021
Q4 | $2.17M | Buy |
24,850
+4,337
| +21% | +$379K | 0.06% | 248 |
|
|
2021
Q3 | $1.68M | Buy |
20,513
+2,049
| +11% | +$168K | 0.05% | 271 |
|
|
2021
Q2 | $1.69M | Buy |
18,464
+205
| +1% | +$18.7K | 0.06% | 246 |
|
|
2021
Q1 | $1.56M | Buy |
18,259
+2,475
| +16% | +$212K | 0.06% | 225 |
|
|
2020
Q4 | $1.49M | Buy |
15,784
+2,409
| +18% | +$227K | 0.07% | 188 |
|
|
2020
Q3 | $1.16M | Buy |
13,375
+294
| +2% | +$25.6K | 0.07% | 189 |
|
|
2020
Q2 | $1.14M | Buy |
13,081
+1,341
| +11% | +$117K | 0.08% | 152 |
|
|
2020
Q1 | $968K | Buy |
11,740
+2,173
| +23% | +$179K | 0.09% | 142 |
|
|
2019
Q4 | $906K | Buy |
9,567
+3,115
| +48% | +$295K | 0.08% | 167 |
|
|
2019
Q3 | $561K | Buy |
6,452
+1,757
| +37% | +$153K | 0.06% | 185 |
|
|
2019
Q2 | $430K | Buy |
4,695
+1,942
| +71% | +$178K | 0.06% | 205 |
|
|
2019
Q1 | $237K | Buy |
+2,753
| New | +$237K | 0.04% | 285 |
|