Key Financial Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
2,592
| – | – | 0.06% | 220 |
|
|
2025
Q1 | $289K | Sell |
2,592
-524
| -17% | -$58.4K | 0.06% | 216 |
|
|
2024
Q4 | $303K | Hold |
3,116
| – | – | 0.07% | 202 |
|
|
2024
Q3 | $358K | Sell |
3,116
-24
| -0.8% | -$2.76K | 0.08% | 188 |
|
|
2024
Q2 | $334K | Hold |
3,140
| – | – | 0.08% | 183 |
|
|
2024
Q1 | $304K | Hold |
3,140
| – | – | 0.08% | 185 |
|
|
2023
Q4 | $317K | Buy |
3,140
+181
| +6% | +$18.3K | 0.09% | 172 |
|
|
2023
Q3 | $301K | Hold |
2,959
| – | – | 0.1% | 160 |
|
|
2023
Q2 | $299K | Buy |
2,959
+100
| +3% | +$10.1K | 0.1% | 159 |
|
|
2023
Q1 | $263K | Buy |
2,859
+1,000
| +54% | +$92K | 0.1% | 166 |
|
|
2022
Q4 | $141K | Hold |
1,859
| – | – | 0.07% | 205 |
|
|
2022
Q3 | $141K | Hold |
1,859
| – | – | 0.07% | 208 |
|
|
2022
Q2 | $157K | Hold |
1,859
| – | – | 0.09% | 180 |
|
|
2022
Q1 | $163K | Buy |
1,859
+1,000
| +116% | +$87.7K | 0.08% | 191 |
|
|
2021
Q4 | $75K | Hold |
859
| – | – | 0.04% | 286 |
|
|
2021
Q3 | $70K | Hold |
859
| – | – | 0.04% | 288 |
|
|
2021
Q2 | $79K | Hold |
859
| – | – | 0.04% | 274 |
|
|
2021
Q1 | $73K | Hold |
859
| – | – | 0.05% | 227 |
|
|
2020
Q4 | $81K | Buy |
+859
| New | +$81K | 0.06% | 202 |
|
|
2020
Q2 | – | Sell |
-948
| Closed | -$78K | – | 447 |
|
|
2020
Q1 | $78K | Buy |
+948
| New | +$78K | 0.08% | 181 |
|