Kovack Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,687
| New | +$204K | 0.02% | 558 |
|
|
2021
Q2 | – | Sell |
-2,444
| Closed | -$209K | – | 691 |
|
|
2021
Q1 | $209K | Sell |
2,444
-44
| -2% | -$3.76K | 0.03% | 571 |
|
|
2020
Q4 | $235K | Hold |
2,488
| – | – | 0.03% | 474 |
|
|
2020
Q3 | $216K | Sell |
2,488
-1,019
| -29% | -$88.5K | 0.04% | 405 |
|
|
2020
Q2 | $306K | Buy |
+3,507
| New | +$306K | 0.06% | 318 |
|
|
2019
Q4 | – | Sell |
-4,317
| Closed | -$375K | – | 511 |
|
|
2019
Q3 | $375K | Buy |
+4,317
| New | +$375K | 0.08% | 282 |
|
|
2018
Q4 | – | Sell |
-4,230
| Closed | -$327K | – | 445 |
|
|
2018
Q3 | $327K | Buy |
4,230
+222
| +6% | +$17.2K | 0.08% | 280 |
|
|
2018
Q2 | $271K | Sell |
4,008
-227
| -5% | -$15.3K | 0.08% | 296 |
|
|
2018
Q1 | $307K | Sell |
4,235
-352
| -8% | -$25.5K | 0.08% | 305 |
|
|
2017
Q4 | $345K | Buy |
+4,587
| New | +$345K | 0.09% | 269 |
|