Kestra Private Wealth Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
26,577
+4,426
| +20% | +$536K | 0.05% | 380 |
|
|
2025
Q1 | $2.47M | Buy |
22,151
+5,371
| +32% | +$599K | 0.04% | 406 |
|
|
2024
Q4 | $1.63M | Buy |
16,780
+292
| +2% | +$28.4K | 0.03% | 488 |
|
|
2024
Q3 | $1.9M | Sell |
16,488
-147
| -0.9% | -$16.9K | 0.03% | 433 |
|
|
2024
Q2 | $1.77M | Buy |
16,635
+738
| +5% | +$78.6K | 0.04% | 418 |
|
|
2024
Q1 | $1.54M | Sell |
15,897
-1,623
| -9% | -$157K | 0.03% | 443 |
|
|
2023
Q4 | $1.77M | Buy |
17,520
+1,089
| +7% | +$110K | 0.05% | 375 |
|
|
2023
Q3 | $1.67M | Buy |
16,431
+2,398
| +17% | +$244K | 0.05% | 341 |
|
|
2023
Q2 | $1.42M | Buy |
14,033
+6,182
| +79% | +$624K | 0.05% | 364 |
|
|
2023
Q1 | $722K | Buy |
7,851
+161
| +2% | +$14.8K | 0.03% | 495 |
|
|
2022
Q4 | $698K | Buy |
7,690
+370
| +5% | +$33.6K | 0.04% | 442 |
|
|
2022
Q3 | $556K | Sell |
7,320
-404
| -5% | -$30.7K | 0.03% | 463 |
|
|
2022
Q2 | $653K | Sell |
7,724
-1,212
| -14% | -$102K | 0.04% | 429 |
|
|
2022
Q1 | $784K | Buy |
8,936
+758
| +9% | +$66.5K | 0.04% | 436 |
|
|
2021
Q4 | $715K | Sell |
8,178
-987
| -11% | -$86.3K | 0.03% | 485 |
|
|
2021
Q3 | $750K | Sell |
9,165
-5,816
| -39% | -$476K | 0.04% | 429 |
|
|
2021
Q2 | $1.37M | Sell |
14,981
-1,522
| -9% | -$139K | 0.08% | 264 |
|
|
2021
Q1 | $1.41M | Buy |
16,503
+1,311
| +9% | +$112K | 0.1% | 227 |
|
|
2020
Q4 | $1.43M | Buy |
15,192
+9,808
| +182% | +$926K | 0.11% | 207 |
|
|
2020
Q3 | $468K | Buy |
+5,384
| New | +$468K | 0.04% | 395 |
|