McClarren Financial 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 | – | Sell |
-117
| Closed | -$27K | – | 222 |
|
|
2025
Q1 | $27K | Sell |
117
-125
| -52% | -$28.8K | 0.02% | 175 |
|
|
2024
Q4 | $23K | Buy |
242
+121
| +100% | +$11.5K | 0.06% | 127 |
|
|
2024
Q3 | $28 | Sell |
121
-91
| -43% | -$21 | ﹤0.01% | 152 |
|
|
2024
Q2 | $25K | Sell |
212
-23
| -10% | -$2.71K | 0.02% | 200 |
|
|
2024
Q1 | $23K | Hold |
235
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $24K | Buy |
235
+1
| +0.4% | +$102 | 0.02% | 217 |
|
|
2023
Q3 | $23K | Hold |
234
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $23K | Hold |
234
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $21K | Buy |
234
+6
| +3% | +$538 | 0.02% | 203 |
|
|
2022
Q4 | $20K | Buy |
228
+6
| +3% | +$526 | 0.02% | 210 |
|
|
2022
Q3 | $16K | Buy |
+222
| New | +$16K | 0.02% | 212 |
|
|
2022
Q2 | – | Sell |
-222
| Closed | -$19K | – | 186 |
|
|
2022
Q1 | $19K | Buy |
222
+4
| +2% | +$342 | 0.01% | 180 |
|
|
2021
Q4 | $19K | Buy |
218
+1
| +0.5% | +$87 | 0.01% | 193 |
|
|
2021
Q3 | $17K | Hold |
217
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $19K | Hold |
217
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $19K | Buy |
217
+5
| +2% | +$438 | 0.02% | 161 |
|
|
2020
Q4 | $20K | Buy |
+212
| New | +$20K | 0.02% | 139 |
|