Lantz Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
6,627
+17
| +0.3% | +$2.06K | 0.2% | 115 |
|
|
2025
Q1 | $737K | Buy |
6,610
+132
| +2% | +$14.7K | 0.2% | 115 |
|
|
2024
Q4 | $630K | Sell |
6,478
-384
| -6% | -$37.4K | 0.17% | 118 |
|
|
2024
Q3 | $789K | Sell |
6,862
-199
| -3% | -$22.9K | 0.21% | 103 |
|
|
2024
Q2 | $752K | Sell |
7,061
-133
| -2% | -$14.2K | 0.23% | 99 |
|
|
2024
Q1 | $696K | Sell |
7,194
-265
| -4% | -$25.6K | 0.22% | 101 |
|
|
2023
Q4 | $753K | Buy |
7,459
+9
| +0.1% | +$909 | 0.27% | 90 |
|
|
2023
Q3 | $759K | Buy |
7,450
+28
| +0.4% | +$2.85K | 0.3% | 84 |
|
|
2023
Q2 | $749K | Sell |
7,422
-384
| -5% | -$38.7K | 0.29% | 86 |
|
|
2023
Q1 | $718K | Sell |
7,806
-248
| -3% | -$22.8K | 0.3% | 85 |
|
|
2022
Q4 | $731K | Sell |
8,054
-49
| -0.6% | -$4.45K | 0.33% | 78 |
|
|
2022
Q3 | $616K | Sell |
8,103
-750
| -8% | -$57K | 0.32% | 81 |
|
|
2022
Q2 | $748K | Sell |
8,853
-139
| -2% | -$11.7K | 0.34% | 78 |
|
|
2022
Q1 | $789K | Buy |
8,992
+686
| +8% | +$60.2K | 0.32% | 80 |
|
|
2021
Q4 | $727K | Sell |
8,306
-184
| -2% | -$16.1K | 0.33% | 77 |
|
|
2021
Q3 | $694K | Buy |
8,490
+403
| +5% | +$32.9K | 0.36% | 75 |
|
|
2021
Q2 | $738K | Sell |
8,087
-86
| -1% | -$7.85K | 0.38% | 69 |
|
|
2021
Q1 | $699K | Buy |
8,173
+77
| +1% | +$6.59K | 0.4% | 60 |
|
|
2020
Q4 | $765K | Buy |
8,096
+244
| +3% | +$23.1K | 0.48% | 58 |
|
|
2020
Q3 | $683K | Buy |
7,852
+72
| +0.9% | +$6.26K | 0.46% | 62 |
|
|
2020
Q2 | $680K | Sell |
7,780
-1,606
| -17% | -$140K | 0.49% | 57 |
|
|
2020
Q1 | $774K | Buy |
9,386
+1,031
| +12% | +$85K | 0.61% | 52 |
|
|
2019
Q4 | $791K | Sell |
8,355
-545
| -6% | -$51.6K | 0.47% | 67 |
|
|
2019
Q3 | $751K | Sell |
8,900
-518
| -6% | -$43.7K | 0.51% | 66 |
|
|
2019
Q2 | $867K | Sell |
9,418
-1,292
| -12% | -$119K | 0.59% | 54 |
|
|
2019
Q1 | $923K | Buy |
+10,710
| New | +$923K | 0.67% | 52 |
|