Keudell/Morrison 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 | $342K | Hold |
2,828
| – | – | 0.08% | 156 |
|
|
2025
Q1 | $315K | Buy |
2,828
+104
| +4% | +$11.6K | 0.07% | 156 |
|
|
2024
Q4 | $265K | Buy |
2,724
+7
| +0.3% | +$681 | 0.07% | 172 |
|
|
2024
Q3 | $313K | Sell |
2,717
-74
| -3% | -$8.51K | 0.08% | 156 |
|
|
2024
Q2 | $297K | Sell |
2,791
-126
| -4% | -$13.4K | 0.09% | 157 |
|
|
2024
Q1 | $282K | Sell |
2,917
-241
| -8% | -$23.3K | 0.09% | 163 |
|
|
2023
Q4 | $319K | Buy |
3,158
+16
| +0.5% | +$1.62K | 0.11% | 145 |
|
|
2023
Q3 | $320K | Sell |
3,142
-39
| -1% | -$3.97K | 0.1% | 137 |
|
|
2023
Q2 | $321K | Sell |
3,181
-98
| -3% | -$9.89K | 0.09% | 139 |
|
|
2023
Q1 | $302K | Hold |
3,279
| – | – | 0.09% | 145 |
|
|
2022
Q4 | $297K | Sell |
3,279
-90
| -3% | -$8.17K | 0.1% | 137 |
|
|
2022
Q3 | $256K | Buy |
3,369
+163
| +5% | +$12.4K | 0.1% | 152 |
|
|
2022
Q2 | $271K | Sell |
3,206
-912
| -22% | -$77.1K | 0.1% | 146 |
|
|
2022
Q1 | $361K | Buy |
4,118
+327
| +9% | +$28.7K | 0.15% | 131 |
|
|
2021
Q4 | $332K | Sell |
3,791
-156
| -4% | -$13.7K | 0.13% | 132 |
|
|
2021
Q3 | $323K | Buy |
3,947
+268
| +7% | +$21.9K | 0.14% | 129 |
|
|
2021
Q2 | $336K | Buy |
3,679
+179
| +5% | +$16.3K | 0.18% | 129 |
|
|
2021
Q1 | $299K | Buy |
3,500
+43
| +1% | +$3.67K | 0.17% | 127 |
|
|
2020
Q4 | $326K | Sell |
3,457
-57
| -2% | -$5.38K | 0.21% | 119 |
|
|
2020
Q3 | $306K | Sell |
3,514
-309
| -8% | -$26.9K | 0.2% | 115 |
|
|
2020
Q2 | $334K | Buy |
3,823
+643
| +20% | +$56.2K | 0.28% | 105 |
|
|
2020
Q1 | $262K | Buy |
3,180
+821
| +35% | +$67.6K | 0.26% | 110 |
|
|
2019
Q4 | $223K | Hold |
2,359
| – | – | 0.15% | 136 |
|
|
2019
Q3 | $205K | Hold |
2,359
| – | – | 0.17% | 141 |
|
|
2019
Q2 | $209K | Sell |
2,359
-162
| -6% | -$14.4K | 0.18% | 129 |
|
|
2019
Q1 | $217K | Buy |
+2,521
| New | +$217K | 0.19% | 122 |
|