Liberty 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 | $234K | Sell |
1,849
-200
| -10% | -$25.4K | 0.04% | 201 |
|
|
2025
Q1 | $228K | Sell |
2,049
-502
| -20% | -$56K | 0.04% | 142 |
|
|
2024
Q4 | $248K | Buy |
2,551
+296
| +13% | +$28.8K | 0.04% | 174 |
|
|
2024
Q3 | $259K | Buy |
+2,255
| New | +$259K | 0.04% | 173 |
|
|
2024
Q2 | – | Sell |
-2,474
| Closed | -$239K | – | 242 |
|
|
2024
Q1 | $239K | Sell |
2,474
-353
| -12% | -$34.1K | 0.05% | 165 |
|
|
2023
Q4 | $285K | Sell |
2,827
-15
| -0.5% | -$1.51K | 0.06% | 137 |
|
|
2023
Q3 | $290K | Buy |
2,842
+42
| +2% | +$4.29K | 0.07% | 135 |
|
|
2023
Q2 | $250K | Sell |
2,800
-1,980
| -41% | -$177K | 0.06% | 157 |
|
|
2023
Q1 | $426K | Buy |
+4,780
| New | +$426K | 0.09% | 137 |
|
|
2021
Q4 | – | Sell |
-3,147
| Closed | -$258K | – | 792 |
|
|
2021
Q3 | $258K | Buy |
3,147
+661
| +27% | +$54.2K | 0.09% | 136 |
|
|
2021
Q2 | $227K | Buy |
2,486
+115
| +5% | +$10.5K | 0.09% | 118 |
|
|
2021
Q1 | $212K | Hold |
2,371
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $212K | Buy |
2,371
+91
| +4% | +$8.14K | 0.1% | 103 |
|
|
2020
Q3 | $198K | Buy |
2,280
+529
| +30% | +$45.9K | 0.12% | 96 |
|
|
2020
Q2 | $153K | Buy |
1,751
+111
| +7% | +$9.7K | 0.11% | 109 |
|
|
2020
Q1 | $135K | Sell |
1,640
-2,257
| -58% | -$186K | 0.12% | 111 |
|
|
2019
Q4 | $369K | Buy |
3,897
+50
| +1% | +$4.73K | 0.29% | 67 |
|
|
2019
Q3 | $334K | Sell |
3,847
-216
| -5% | -$18.8K | 0.32% | 60 |
|
|
2019
Q2 | $371K | Buy |
4,063
+204
| +5% | +$18.6K | 0.33% | 65 |
|
|
2019
Q1 | $332K | Buy |
3,859
+2,454
| +175% | +$211K | 0.25% | 60 |
|
|
2018
Q4 | $108K | Buy |
+1,405
| New | +$108K | 0.08% | 125 |
|