Koshinski Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,966
-171
| -8% | -$20.7K | 0.02% | 598 |
|
|
2025
Q1 | $238K | Hold |
2,137
| – | – | 0.02% | 553 |
|
|
2024
Q4 | $208M | Buy |
2,137
+131
| +7% | +$12.7M | 0.02% | 595 |
|
|
2024
Q3 | $231K | Sell |
2,006
-109
| -5% | -$12.5K | 0.02% | 556 |
|
|
2024
Q2 | $229K | Buy |
2,115
+35
| +2% | +$3.79K | 0.02% | 535 |
|
|
2024
Q1 | $201K | Sell |
2,080
-452
| -18% | -$43.7K | 0.02% | 547 |
|
|
2023
Q4 | $256K | Buy |
2,532
+435
| +21% | +$43.9K | 0.04% | 428 |
|
|
2023
Q3 | $214K | Hold |
2,097
| – | – | 0.02% | 512 |
|
|
2023
Q2 | $212K | Sell |
2,097
-738
| -26% | -$74.5K | 0.02% | 549 |
|
|
2023
Q1 | $261K | Sell |
2,835
-169
| -6% | -$15.5K | 0.03% | 456 |
|
|
2022
Q4 | $273K | Buy |
3,004
+33
| +1% | +$2.99K | 0.03% | 483 |
|
|
2022
Q3 | $226K | Sell |
2,971
-744
| -20% | -$56.6K | 0.03% | 473 |
|
|
2022
Q2 | $314K | Sell |
3,715
-404
| -10% | -$34.1K | 0.03% | 455 |
|
|
2022
Q1 | $361K | Buy |
4,119
+85
| +2% | +$7.46K | 0.03% | 449 |
|
|
2021
Q4 | $353K | Buy |
4,034
+40
| +1% | +$3.5K | 0.03% | 479 |
|
|
2021
Q3 | $327K | Buy |
3,994
+1,182
| +42% | +$96.7K | 0.03% | 486 |
|
|
2021
Q2 | $257K | Sell |
2,812
-1,006
| -26% | -$91.9K | 0.03% | 480 |
|
|
2021
Q1 | $326K | Buy |
3,818
+582
| +18% | +$49.7K | 0.03% | 456 |
|
|
2020
Q4 | $306K | Sell |
3,236
-58
| -2% | -$5.49K | 0.04% | 430 |
|
|
2020
Q3 | $291 | Buy |
3,294
+10
| +0.3% | +$1 | 0.04% | 397 |
|
|
2020
Q2 | $287K | Buy |
3,284
+48
| +1% | +$4.2K | 0.05% | 396 |
|
|
2020
Q1 | $267K | Buy |
3,236
+140
| +5% | +$11.6K | 0.06% | 364 |
|
|
2019
Q4 | $293K | Buy |
+3,096
| New | +$293K | 0.05% | 408 |
|
|
2019
Q2 | – | Sell |
-2,855
| Closed | -$274 | – | 344 |
|
|
2019
Q1 | $274 | Sell |
2,855
-717
| -20% | -$69 | 0.07% | 304 |
|
|
2018
Q4 | $307K | Sell |
3,572
-1,317
| -27% | -$113K | 0.08% | 295 |
|
|
2018
Q3 | $421K | Buy |
+4,889
| New | +$421K | 0.06% | 361 |
|
|
2018
Q1 | – | Sell |
-2,507
| Closed | -$210K | – | 404 |
|
|
2017
Q4 | $210K | Buy |
+2,507
| New | +$210K | 0.05% | 404 |
|