Lindbrook Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $431K | Buy |
3,864
+48
| +1% | +$5.35K | 0.04% | 247 |
|
|
2024
Q4 | $371K | Sell |
3,816
-113
| -3% | -$11K | 0.03% | 269 |
|
|
2024
Q3 | $452K | Buy |
3,929
+11
| +0.3% | +$1.27K | 0.04% | 235 |
|
|
2024
Q2 | $417K | Buy |
3,918
+142
| +4% | +$15.1K | 0.04% | 230 |
|
|
2024
Q1 | $365K | Buy |
3,776
+52
| +1% | +$5.03K | 0.03% | 251 |
|
|
2023
Q4 | $376K | Sell |
3,724
-425
| -10% | -$42.9K | 0.04% | 239 |
|
|
2023
Q3 | $423K | Sell |
4,149
-550
| -12% | -$56K | 0.05% | 203 |
|
|
2023
Q2 | $474K | Sell |
4,699
-63
| -1% | -$6.36K | 0.05% | 186 |
|
|
2023
Q1 | $438K | Sell |
4,762
-825
| -15% | -$75.9K | 0.05% | 189 |
|
|
2022
Q4 | $507K | Sell |
5,587
-166
| -3% | -$15.1K | 0.06% | 180 |
|
|
2022
Q3 | $437K | Buy |
5,753
+56
| +1% | +$4.25K | 0.07% | 163 |
|
|
2022
Q2 | $482K | Sell |
5,697
-148
| -3% | -$12.5K | 0.08% | 158 |
|
|
2022
Q1 | $513K | Sell |
5,845
-402
| -6% | -$35.3K | 0.08% | 156 |
|
|
2021
Q4 | $546K | Buy |
6,247
+1,684
| +37% | +$147K | 0.08% | 151 |
|
|
2021
Q3 | $373K | Sell |
4,563
-51
| -1% | -$4.17K | 0.1% | 86 |
|
|
2021
Q2 | $421K | Buy |
4,614
+9
| +0.2% | +$821 | 0.09% | 90 |
|
|
2021
Q1 | $394K | Buy |
4,605
+1,467
| +47% | +$126K | 0.09% | 93 |
|
|
2020
Q4 | $296K | Sell |
3,138
-65
| -2% | -$6.13K | 0.07% | 108 |
|
|
2020
Q3 | $279K | Buy |
3,203
+793
| +33% | +$69.1K | 0.08% | 100 |
|
|
2020
Q2 | $210K | Sell |
2,410
-108
| -4% | -$9.41K | 0.06% | 116 |
|
|
2020
Q1 | $208K | Sell |
2,518
-2,034
| -45% | -$168K | 0.08% | 98 |
|
|
2019
Q4 | $431K | Sell |
4,552
-19
| -0.4% | -$1.8K | 0.15% | 70 |
|
|
2019
Q3 | $397K | Buy |
4,571
+188
| +4% | +$16.3K | 0.15% | 67 |
|
|
2019
Q2 | $400K | Sell |
4,383
-1,416
| -24% | -$129K | 0.15% | 67 |
|
|
2019
Q1 | $499K | Buy |
5,799
+161
| +3% | +$13.9K | 0.2% | 48 |
|
|
2018
Q4 | $433K | Buy |
+5,638
| New | +$433K | 0.21% | 50 |
|