Lido 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 | $3.63M | Buy |
30,001
+13,881
| +86% | +$1.68M | 0.01% | 419 |
|
|
2025
Q1 | $1.86M | Sell |
16,120
-58
| -0.4% | -$6.69K | 0.01% | 526 |
|
|
2024
Q4 | $1.57M | Buy |
16,178
+1,081
| +7% | +$105K | 0.01% | 551 |
|
|
2024
Q3 | $1.74M | Buy |
15,097
+969
| +7% | +$111K | 0.01% | 468 |
|
|
2024
Q2 | $1.5M | Sell |
14,128
-400
| -3% | -$42.6K | 0.01% | 485 |
|
|
2024
Q1 | $1.46M | Buy |
14,528
+1,572
| +12% | +$158K | 0.01% | 481 |
|
|
2023
Q4 | $1.31M | Buy |
12,956
+854
| +7% | +$86.2K | 0.01% | 477 |
|
|
2023
Q3 | $1.23M | Buy |
12,102
+323
| +3% | +$32.9K | 0.01% | 442 |
|
|
2023
Q2 | $1.19M | Buy |
11,779
+4,469
| +61% | +$451K | 0.01% | 440 |
|
|
2023
Q1 | $673K | Buy |
7,310
+2,864
| +64% | +$264K | 0.01% | 529 |
|
|
2022
Q4 | $403K | Sell |
4,446
-1,836
| -29% | -$167K | ﹤0.01% | 611 |
|
|
2022
Q3 | $477K | Buy |
6,282
+938
| +18% | +$71.2K | 0.01% | 500 |
|
|
2022
Q2 | $451K | Sell |
5,344
-219
| -4% | -$18.5K | 0.01% | 507 |
|
|
2022
Q1 | $488K | Sell |
5,563
-250
| -4% | -$21.9K | 0.01% | 540 |
|
|
2021
Q4 | $508K | Sell |
5,813
-1,009
| -15% | -$88.2K | 0.01% | 536 |
|
|
2021
Q3 | $557K | Buy |
6,822
+231
| +4% | +$18.9K | 0.01% | 482 |
|
|
2021
Q2 | $601K | Sell |
6,591
-880
| -12% | -$80.2K | 0.01% | 423 |
|
|
2021
Q1 | $639K | Buy |
7,471
+2,401
| +47% | +$205K | 0.01% | 391 |
|
|
2020
Q4 | $478K | Sell |
5,070
-204
| -4% | -$19.2K | 0.01% | 431 |
|
|
2020
Q3 | $459K | Sell |
5,274
-27
| -0.5% | -$2.35K | 0.01% | 355 |
|
|
2020
Q2 | $463K | Buy |
5,301
+1,072
| +25% | +$93.6K | 0.01% | 319 |
|
|
2020
Q1 | $349K | Buy |
4,229
+91
| +2% | +$7.51K | 0.01% | 351 |
|
|
2019
Q4 | $392K | Buy |
4,138
+775
| +23% | +$73.4K | 0.02% | 387 |
|
|
2019
Q3 | $292K | Sell |
3,363
-181
| -5% | -$15.7K | 0.01% | 406 |
|
|
2019
Q2 | $323K | Sell |
3,544
-26
| -0.7% | -$2.37K | 0.02% | 370 |
|
|
2019
Q1 | $307K | Sell |
3,570
-238
| -6% | -$20.5K | 0.02% | 350 |
|
|
2018
Q4 | $292K | Buy |
3,808
+46
| +1% | +$3.53K | 0.03% | 297 |
|
|
2018
Q3 | $290K | Sell |
3,762
-82
| -2% | -$6.32K | 0.03% | 322 |
|
|
2018
Q2 | $260K | Buy |
3,844
+294
| +8% | +$19.9K | 0.03% | 320 |
|
|
2018
Q1 | $257K | Sell |
3,550
-28
| -0.8% | -$2.03K | 0.04% | 291 |
|
|
2017
Q4 | $269K | Buy |
+3,578
| New | +$269K | 0.04% | 234 |
|