Jeppson Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
6,048
-30
| -0.5% | -$3.63K | 0.25% | 88 |
|
|
2025
Q1 | $678K | Hold |
6,078
| – | – | 0.25% | 93 |
|
|
2024
Q4 | $591K | Sell |
6,078
-275
| -4% | -$26.8K | 0.21% | 106 |
|
|
2024
Q3 | $731K | Hold |
6,353
| – | – | 0.26% | 92 |
|
|
2024
Q2 | $676K | Buy |
6,353
+40
| +0.6% | +$4.26K | 0.26% | 90 |
|
|
2024
Q1 | $611K | Sell |
6,313
-64
| -1% | -$6.19K | 0.24% | 101 |
|
|
2023
Q4 | $644K | Hold |
6,377
| – | – | 0.27% | 92 |
|
|
2023
Q3 | $650K | Sell |
6,377
-100
| -2% | -$10.2K | 0.3% | 84 |
|
|
2023
Q2 | $654K | Sell |
6,477
-405
| -6% | -$40.9K | 0.28% | 88 |
|
|
2023
Q1 | $633K | Buy |
6,882
+134
| +2% | +$12.3K | 0.28% | 92 |
|
|
2022
Q4 | $612K | Buy |
6,748
+1,052
| +18% | +$95.4K | 0.26% | 90 |
|
|
2022
Q3 | $433K | Buy |
5,696
+905
| +19% | +$68.8K | 0.2% | 111 |
|
|
2022
Q2 | $405K | Buy |
+4,791
| New | +$405K | 0.17% | 112 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$52K | – | 344 |
|
|
2020
Q3 | $52K | Buy |
+600
| New | +$52K | 0.04% | 219 |
|