Mission Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
11,179
-46
| -0.4% | -$5.57K | 0.03% | 258 |
|
|
2025
Q1 | $1.25M | Sell |
11,225
-345
| -3% | -$38.5K | 0.03% | 245 |
|
|
2024
Q4 | $1.13M | Buy |
11,570
+215
| +2% | +$20.9K | 0.03% | 252 |
|
|
2024
Q3 | $1.31M | Buy |
11,355
+105
| +0.9% | +$12.1K | 0.03% | 228 |
|
|
2024
Q2 | $1.2M | Buy |
11,250
+1,213
| +12% | +$129K | 0.03% | 223 |
|
|
2024
Q1 | $971K | Buy |
10,037
+701
| +8% | +$67.8K | 0.03% | 286 |
|
|
2023
Q4 | $943K | Buy |
9,336
+279
| +3% | +$28.2K | 0.03% | 242 |
|
|
2023
Q3 | $923K | Buy |
9,057
+1,028
| +13% | +$105K | 0.03% | 222 |
|
|
2023
Q2 | $810K | Buy |
8,029
+6
| +0.1% | +$605 | 0.03% | 253 |
|
|
2023
Q1 | $738K | Buy |
8,023
+204
| +3% | +$18.8K | 0.03% | 260 |
|
|
2022
Q4 | $709K | Buy |
7,819
+87
| +1% | +$7.89K | 0.03% | 252 |
|
|
2022
Q3 | $588K | Sell |
7,732
-463
| -6% | -$35.2K | 0.03% | 259 |
|
|
2022
Q2 | $693K | Buy |
8,195
+803
| +11% | +$67.9K | 0.04% | 241 |
|
|
2022
Q1 | $649K | Sell |
7,392
-128
| -2% | -$11.2K | 0.03% | 257 |
|
|
2021
Q4 | $658K | Buy |
7,520
+128
| +2% | +$11.2K | 0.03% | 240 |
|
|
2021
Q3 | $605K | Sell |
7,392
-411
| -5% | -$33.6K | 0.03% | 240 |
|
|
2021
Q2 | $712K | Sell |
7,803
-595
| -7% | -$54.3K | 0.04% | 218 |
|
|
2021
Q1 | $718K | Buy |
8,398
+416
| +5% | +$35.6K | 0.04% | 194 |
|
|
2020
Q4 | $754K | Sell |
7,982
-1,532
| -16% | -$145K | 0.05% | 169 |
|
|
2020
Q3 | $827K | Buy |
9,514
+151
| +2% | +$13.1K | 0.06% | 146 |
|
|
2020
Q2 | $818K | Buy |
9,363
+216
| +2% | +$18.9K | 0.07% | 133 |
|
|
2020
Q1 | $754K | Hold |
9,147
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $866K | Buy |
9,147
+35
| +0.4% | +$3.31K | 0.08% | 126 |
|
|
2019
Q3 | $792K | Sell |
9,112
-12
| -0.1% | -$1.04K | 0.08% | 123 |
|
|
2019
Q2 | $833K | Sell |
9,124
-1,089
| -11% | -$99.4K | 0.09% | 116 |
|
|
2019
Q1 | $880K | Buy |
10,213
+72
| +0.7% | +$6.2K | 0.1% | 108 |
|
|
2018
Q4 | $780K | Buy |
10,141
+32
| +0.3% | +$2.46K | 0.1% | 102 |
|
|
2018
Q3 | $780K | Sell |
10,109
-3,706
| -27% | -$286K | 0.1% | 107 |
|
|
2018
Q2 | $935K | Sell |
13,815
-165
| -1% | -$11.2K | 0.14% | 88 |
|
|
2018
Q1 | $1.01M | Buy |
13,980
+553
| +4% | +$40.1K | 0.16% | 74 |
|
|
2017
Q4 | $1.01M | Sell |
13,427
-463
| -3% | -$34.8K | 0.17% | 65 |
|
|
2017
Q3 | $1.07M | Sell |
13,890
-16
| -0.1% | -$1.23K | 0.2% | 61 |
|
|
2017
Q2 | $1.04M | Sell |
13,906
-869
| -6% | -$65K | 0.2% | 59 |
|
|
2017
Q1 | $983K | Sell |
14,775
-1,832
| -11% | -$122K | 0.19% | 60 |
|
|
2016
Q4 | $1.08M | Buy |
16,607
+62
| +0.4% | +$4.05K | 0.22% | 52 |
|
|
2016
Q3 | $1.17M | Hold |
16,545
| – | – | 0.28% | 42 |
|
|
2016
Q2 | $1.22M | Hold |
16,545
| – | – | 0.32% | 35 |
|
|
2016
Q1 | $1.07M | Buy |
16,545
+13,131
| +385% | +$852K | 0.29% | 43 |
|
|
2015
Q4 | $263K | Buy |
3,414
+130
| +4% | +$10K | 0.07% | 108 |
|
|
2015
Q3 | $271K | Buy |
3,284
+579
| +21% | +$47.8K | 0.08% | 105 |
|
|
2015
Q2 | $239K | Buy |
+2,705
| New | +$239K | 0.08% | 114 |
|