Intrua Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,876
| Closed | -$209K | – | 384 |
|
2025
Q1 | $209K | Sell |
1,876
-388
| -17% | -$43.3K | 0.03% | 351 |
|
2024
Q4 | $220K | Sell |
2,264
-29
| -1% | -$2.82K | 0.03% | 329 |
|
2024
Q3 | $264K | Sell |
2,293
-112
| -5% | -$12.9K | 0.04% | 318 |
|
2024
Q2 | $256K | Sell |
2,405
-5
| -0.2% | -$532 | 0.04% | 331 |
|
2024
Q1 | $233K | Sell |
2,410
-7
| -0.3% | -$677 | 0.03% | 369 |
|
2023
Q4 | $244K | Sell |
2,417
-100
| -4% | -$10.1K | 0.04% | 355 |
|
2023
Q3 | $256K | Hold |
2,517
| – | – | 0.04% | 294 |
|
2023
Q2 | $254K | Sell |
2,517
-24
| -0.9% | -$2.42K | 0.04% | 300 |
|
2023
Q1 | $262K | Buy |
2,541
+84
| +3% | +$8.66K | 0.05% | 276 |
|
2022
Q4 | $227K | Sell |
2,457
-1,111
| -31% | -$102K | 0.05% | 297 |
|
2022
Q3 | $271K | Sell |
3,568
-564
| -14% | -$42.8K | 0.07% | 244 |
|
2022
Q2 | $349K | Buy |
4,132
+256
| +7% | +$21.6K | 0.07% | 263 |
|
2022
Q1 | $340K | Sell |
3,876
-769
| -17% | -$67.5K | 0.06% | 281 |
|
2021
Q4 | $406K | Buy |
4,645
+91
| +2% | +$7.95K | 0.07% | 248 |
|
2021
Q3 | $377K | Buy |
4,554
+1,095
| +32% | +$90.6K | 0.07% | 258 |
|
2021
Q2 | $320K | Buy |
3,459
+9
| +0.3% | +$833 | 0.08% | 215 |
|
2021
Q1 | $299K | Buy |
+3,450
| New | +$299K | 0.08% | 222 |
|