Kestra Advisory Services’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 | $8.11M | Buy |
53,072
+5,716
| +12% | +$876K | 0.03% | 543 |
|
|
2025
Q4 | $6.53M | Sell |
47,356
-22,034
| -32% | -$2.89M | 0.03% | 587 |
|
|
2025
Q3 | $8.9M | Buy |
69,390
+39,678
| +134% | +$4.84M | 0.04% | 437 |
|
|
2025
Q2 | $3.6M | Buy |
29,712
+73
| +0.2% | +$8.23K | 0.02% | 788 |
|
|
2025
Q1 | $3.3M | Sell |
29,639
-8,087
| -21% | -$861K | 0.02% | 753 |
|
|
2024
Q4 | $3.67M | Sell |
37,726
-151,021
| -80% | -$16.1M | 0.02% | 707 |
|
|
2024
Q3 | $21.7M | Sell |
188,747
-59
| -0% | -$6.7K | 0.12% | 176 |
|
|
2024
Q2 | $20.1M | Buy |
188,806
+153,096
| +429% | +$15.4M | 0.11% | 194 |
|
|
2024
Q1 | $3.45M | Buy |
35,710
+4,790
| +15% | +$491K | 0.02% | 655 |
|
|
2023
Q4 | $3.12M | Buy |
30,920
+1,266
| +4% | +$122K | 0.03% | 626 |
|
|
2023
Q3 | $3.02M | Sell |
29,654
-32,828
| -53% | -$3.33M | 0.03% | 543 |
|
|
2023
Q2 | $6.31M | Buy |
62,482
+30,130
| +93% | +$3.01M | 0.06% | 319 |
|
|
2023
Q1 | $2.98M | Sell |
32,352
-15,609
| -33% | -$1.36M | 0.03% | 511 |
|
|
2022
Q4 | $4.35M | Sell |
47,961
-24,585
| -34% | -$2.07M | 0.04% | 490 |
|
|
2022
Q3 | $5.51M | Buy |
72,546
+34,499
| +91% | +$2.86M | 0.06% | 348 |
|
|
2022
Q2 | $3.22M | Buy |
38,047
+4,247
| +13% | +$373K | 0.03% | 488 |
|
|
2022
Q1 | $2.97M | Sell |
33,800
-29,630
| -47% | -$2.57M | 0.03% | 539 |
|
|
2021
Q4 | $5.55M | Sell |
63,430
-49,738
| -44% | -$4.13M | 0.06% | 336 |
|
|
2021
Q3 | $9.26M | Buy |
113,168
+47,127
| +71% | +$4.24M | 0.09% | 239 |
|
|
2021
Q2 | $6.03M | Sell |
66,041
-2,337
| -3% | -$208K | 0.07% | 319 |
|
|
2021
Q1 | $5.84M | Sell |
68,378
-50,665
| -43% | -$4.55M | 0.07% | 297 |
|
|
2020
Q4 | $11.2M | Buy |
119,043
+59,965
| +102% | +$5.24M | 0.13% | 186 |
|
|
2020
Q3 | $5.14M | Buy |
+59,078
| New | +$5.12M | 0.1% | 240 |
|
Other funds holding NVS
