Mather 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 | $945K | Sell |
7,811
-100
| -1% | -$12.1K | 0.01% | 271 |
|
|
2025
Q1 | $882K | Buy |
7,911
+322
| +4% | +$35.9K | 0.01% | 274 |
|
|
2024
Q4 | $738K | Buy |
7,589
+51
| +0.7% | +$4.96K | 0.01% | 275 |
|
|
2024
Q3 | $867K | Sell |
7,538
-3,061
| -29% | -$352K | 0.01% | 260 |
|
|
2024
Q2 | $1.03M | Buy |
10,599
+3,046
| +40% | +$295K | 0.01% | 263 |
|
|
2024
Q1 | $763K | Sell |
7,553
-1,922
| -20% | -$194K | 0.01% | 264 |
|
|
2023
Q4 | $957K | Buy |
9,475
+1,712
| +22% | +$173K | 0.02% | 236 |
|
|
2023
Q3 | $791K | Buy |
7,763
+580
| +8% | +$59.1K | 0.01% | 247 |
|
|
2023
Q2 | $725K | Buy |
7,183
+589
| +9% | +$59.4K | 0.01% | 279 |
|
|
2023
Q1 | $607K | Buy |
6,594
+2,053
| +45% | +$189K | 0.01% | 294 |
|
|
2022
Q4 | $412K | Sell |
4,541
-3,050
| -40% | -$277K | 0.01% | 346 |
|
|
2022
Q3 | $577K | Sell |
7,591
-1,193
| -14% | -$90.7K | 0.01% | 263 |
|
|
2022
Q2 | $743K | Buy |
8,784
+127
| +1% | +$10.7K | 0.02% | 209 |
|
|
2022
Q1 | $760K | Sell |
8,657
-10
| -0.1% | -$878 | 0.02% | 207 |
|
|
2021
Q4 | $758K | Buy |
8,667
+3,048
| +54% | +$267K | 0.01% | 175 |
|
|
2021
Q3 | $459K | Buy |
5,619
+130
| +2% | +$10.6K | 0.01% | 177 |
|
|
2021
Q2 | $501K | Sell |
5,489
-18
| -0.3% | -$1.64K | 0.01% | 163 |
|
|
2021
Q1 | $471K | Sell |
5,507
-86
| -2% | -$7.36K | 0.01% | 155 |
|
|
2020
Q4 | $528K | Sell |
5,593
-105
| -2% | -$9.91K | 0.02% | 133 |
|
|
2020
Q3 | $495K | Buy |
5,698
+55
| +1% | +$4.78K | 0.02% | 136 |
|
|
2020
Q2 | $493K | Buy |
5,643
+14
| +0.2% | +$1.22K | 0.02% | 134 |
|
|
2020
Q1 | $464K | Buy |
5,629
+2,827
| +101% | +$233K | 0.03% | 91 |
|
|
2019
Q4 | $265K | Buy |
+2,802
| New | +$265K | 0.02% | 141 |
|