Kingsview 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 | $898K | Buy |
7,422
+150
| +2% | +$18.2K | 0.02% | 613 |
|
|
2025
Q1 | $811K | Sell |
7,272
-178
| -2% | -$19.8K | 0.02% | 598 |
|
|
2024
Q4 | $725K | Sell |
7,450
-224
| -3% | -$21.8K | 0.01% | 637 |
|
|
2024
Q3 | $883K | Sell |
7,674
-702
| -8% | -$80.7K | 0.02% | 568 |
|
|
2024
Q2 | $892K | Sell |
8,376
-670
| -7% | -$71.3K | 0.02% | 542 |
|
|
2024
Q1 | $875K | Buy |
9,046
+517
| +6% | +$50K | 0.02% | 532 |
|
|
2023
Q4 | $861K | Sell |
8,529
-426
| -5% | -$43K | 0.03% | 509 |
|
|
2023
Q3 | $912K | Buy |
8,955
+787
| +10% | +$80.2K | 0.03% | 460 |
|
|
2023
Q2 | $824K | Buy |
8,168
+1,077
| +15% | +$109K | 0.03% | 466 |
|
|
2023
Q1 | $652K | Sell |
7,091
-602
| -8% | -$55.4K | 0.03% | 503 |
|
|
2022
Q4 | $698K | Buy |
7,693
+182
| +2% | +$16.5K | 0.03% | 423 |
|
|
2022
Q3 | $571K | Sell |
7,511
-165
| -2% | -$12.5K | 0.03% | 467 |
|
|
2022
Q2 | $649K | Buy |
7,676
+1,871
| +32% | +$158K | 0.03% | 481 |
|
|
2022
Q1 | $509K | Sell |
5,805
-1,934
| -25% | -$170K | 0.02% | 567 |
|
|
2021
Q4 | $677K | Sell |
7,739
-331
| -4% | -$29K | 0.03% | 498 |
|
|
2021
Q3 | $660K | Buy |
8,070
+311
| +4% | +$25.4K | 0.03% | 482 |
|
|
2021
Q2 | $711K | Buy |
7,759
+840
| +12% | +$77K | 0.04% | 466 |
|
|
2021
Q1 | $596K | Buy |
6,919
+762
| +12% | +$65.6K | 0.03% | 471 |
|
|
2020
Q4 | $581K | Sell |
6,157
-212
| -3% | -$20K | 0.04% | 415 |
|
|
2020
Q3 | $554K | Sell |
6,369
-1,131
| -15% | -$98.4K | 0.05% | 345 |
|
|
2020
Q2 | $655K | Sell |
7,500
-4,266
| -36% | -$373K | 0.07% | 275 |
|
|
2020
Q1 | $970K | Buy |
11,766
+5,017
| +74% | +$414K | 0.13% | 182 |
|
|
2019
Q4 | $639K | Buy |
6,749
+969
| +17% | +$91.7K | 0.08% | 244 |
|
|
2019
Q3 | $502K | Buy |
5,780
+304
| +6% | +$26.4K | 0.08% | 253 |
|
|
2019
Q2 | $500K | Sell |
5,476
-1,252
| -19% | -$114K | 0.08% | 247 |
|
|
2019
Q1 | $580K | Buy |
6,728
+1,081
| +19% | +$93.2K | 0.09% | 242 |
|
|
2018
Q4 | $434K | Buy |
5,647
+66
| +1% | +$5.07K | 0.09% | 231 |
|
|
2018
Q3 | $431K | Sell |
5,581
-1,983
| -26% | -$153K | 0.09% | 240 |
|
|
2018
Q2 | $512K | Sell |
7,564
-56
| -0.7% | -$3.79K | 0.12% | 192 |
|
|
2018
Q1 | $552K | Buy |
7,620
+712
| +10% | +$51.6K | 0.14% | 192 |
|
|
2017
Q4 | $520K | Buy |
6,908
+3,085
| +81% | +$232K | 0.19% | 167 |
|
|
2017
Q3 | $294K | Buy |
3,823
+896
| +31% | +$68.9K | 0.13% | 214 |
|
|
2017
Q2 | $219K | Buy |
+2,927
| New | +$219K | 0.11% | 229 |
|