Liberty One Investment 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 | $722K | Sell |
5,965
-339
| -5% | -$41K | 0.07% | 97 |
|
|
2025
Q1 | $703K | Sell |
6,304
-144
| -2% | -$16.1K | 0.07% | 103 |
|
|
2024
Q4 | $627K | Sell |
6,448
-173
| -3% | -$16.8K | 0.07% | 115 |
|
|
2024
Q3 | $762K | Sell |
6,621
-322
| -5% | -$37K | 0.08% | 102 |
|
|
2024
Q2 | $739K | Sell |
6,943
-241
| -3% | -$25.7K | 0.08% | 104 |
|
|
2024
Q1 | $695K | Sell |
7,184
-917
| -11% | -$88.7K | 0.08% | 110 |
|
|
2023
Q4 | $818K | Sell |
8,101
-25
| -0.3% | -$2.52K | 0.1% | 92 |
|
|
2023
Q3 | $828K | Sell |
8,126
-182
| -2% | -$18.5K | 0.12% | 82 |
|
|
2023
Q2 | $838K | Sell |
8,308
-2,208
| -21% | -$223K | 0.11% | 85 |
|
|
2023
Q1 | $967K | Sell |
10,516
-10
| -0.1% | -$920 | 0.13% | 83 |
|
|
2022
Q4 | $955K | Sell |
10,526
-678
| -6% | -$61.5K | 0.14% | 81 |
|
|
2022
Q3 | $852K | Buy |
11,204
+500
| +5% | +$38K | 0.14% | 86 |
|
|
2022
Q2 | $977K | Sell |
10,704
-1,839
| -15% | -$168K | 0.17% | 100 |
|
|
2022
Q1 | $1.1M | Sell |
12,543
-202
| -2% | -$17.7K | 0.17% | 85 |
|
|
2021
Q4 | $1.12M | Buy |
12,745
+1,555
| +14% | +$136K | 0.17% | 91 |
|
|
2021
Q3 | $915K | Buy |
11,190
+486
| +5% | +$39.7K | 0.16% | 102 |
|
|
2021
Q2 | $977K | Buy |
10,704
+923
| +9% | +$84.2K | 0.17% | 100 |
|
|
2021
Q1 | $836K | Buy |
9,781
+754
| +8% | +$64.4K | 0.15% | 102 |
|
|
2020
Q4 | $852K | Buy |
9,027
+180
| +2% | +$17K | 0.16% | 96 |
|
|
2020
Q3 | $769K | Buy |
8,847
+557
| +7% | +$48.4K | 0.16% | 96 |
|
|
2020
Q2 | $724K | Sell |
8,290
-619
| -7% | -$54.1K | 0.16% | 82 |
|
|
2020
Q1 | $735K | Sell |
8,909
-190
| -2% | -$15.7K | 0.19% | 79 |
|
|
2019
Q4 | $862K | Buy |
+9,099
| New | +$862K | 0.19% | 84 |
|