Magnus Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
2,788
+139
| +5% | +$16.8K | 0.03% | 283 |
|
|
2025
Q1 | $295K | Buy |
2,649
+4
| +0.2% | +$446 | 0.03% | 282 |
|
|
2024
Q4 | $257K | Hold |
2,645
| – | – | 0.02% | 300 |
|
|
2024
Q3 | $304K | Hold |
2,645
| – | – | 0.03% | 270 |
|
|
2024
Q2 | $282K | Buy |
2,645
+25
| +1% | +$2.66K | 0.03% | 262 |
|
|
2024
Q1 | $253K | Sell |
2,620
-27
| -1% | -$2.61K | 0.03% | 275 |
|
|
2023
Q4 | $267K | Buy |
2,647
+27
| +1% | +$2.73K | 0.04% | 239 |
|
|
2023
Q3 | $267K | Hold |
2,620
| – | – | 0.04% | 219 |
|
|
2023
Q2 | $264K | Hold |
2,620
| – | – | 0.04% | 226 |
|
|
2023
Q1 | $241K | Buy |
2,620
+136
| +5% | +$12.5K | 0.04% | 241 |
|
|
2022
Q4 | $225K | Buy |
+2,484
| New | +$225K | 0.04% | 237 |
|
|
2022
Q3 | – | Sell |
-2,571
| Closed | -$217K | – | 278 |
|
|
2022
Q2 | $217K | Buy |
2,571
+100
| +4% | +$8.44K | 0.04% | 252 |
|
|
2022
Q1 | $217K | Buy |
2,471
+15
| +0.6% | +$1.32K | 0.04% | 263 |
|
|
2021
Q4 | $215K | Hold |
2,456
| – | – | 0.04% | 236 |
|
|
2021
Q3 | $201K | Hold |
2,456
| – | – | 0.04% | 234 |
|
|
2021
Q2 | $224K | Hold |
2,456
| – | – | 0.05% | 218 |
|
|
2021
Q1 | $210K | Sell |
2,456
-22
| -0.9% | -$1.88K | 0.05% | 215 |
|
|
2020
Q4 | $234K | Buy |
2,478
+58
| +2% | +$5.48K | 0.02% | 262 |
|
|
2020
Q3 | $210K | Buy |
+2,420
| New | +$210K | 0.02% | 259 |
|