Mitchell & Pahl Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
22,544
+319
| +1% | +$38.6K | 1.21% | 27 |
|
|
2025
Q1 | $2.48M | Buy |
22,225
+41
| +0.2% | +$4.57K | 1.16% | 30 |
|
|
2024
Q4 | $2.16M | Buy |
22,184
+1,219
| +6% | +$119K | 1.01% | 38 |
|
|
2024
Q3 | $2.41M | Sell |
20,965
-59
| -0.3% | -$6.79K | 1.12% | 27 |
|
|
2024
Q2 | $2.24M | Sell |
21,024
-42
| -0.2% | -$4.47K | 1.18% | 22 |
|
|
2024
Q1 | $2.04M | Buy |
21,066
+395
| +2% | +$38.2K | 1.07% | 29 |
|
|
2023
Q4 | $2.09M | Sell |
20,671
-560
| -3% | -$56.5K | 1.18% | 23 |
|
|
2023
Q3 | $2.16M | Buy |
21,231
+1,269
| +6% | +$129K | 1.28% | 18 |
|
|
2023
Q2 | $2.01M | Buy |
19,962
+387
| +2% | +$39.1K | 1.22% | 20 |
|
|
2023
Q1 | $1.8M | Buy |
19,575
+468
| +2% | +$43.1K | 1.13% | 23 |
|
|
2022
Q4 | $1.73M | Buy |
19,107
+291
| +2% | +$26.4K | 1.14% | 22 |
|
|
2022
Q3 | $1.43M | Buy |
18,816
+548
| +3% | +$41.6K | 1.06% | 25 |
|
|
2022
Q2 | $1.54M | Buy |
18,268
+805
| +5% | +$68K | 1.07% | 24 |
|
|
2022
Q1 | $1.53M | Buy |
17,463
+956
| +6% | +$83.9K | 0.98% | 30 |
|
|
2021
Q4 | $1.44M | Buy |
16,507
+542
| +3% | +$47.4K | 0.93% | 31 |
|
|
2021
Q3 | $1.31M | Buy |
15,965
+178
| +1% | +$14.6K | 0.94% | 33 |
|
|
2021
Q2 | $1.44M | Buy |
15,787
+285
| +2% | +$26K | 1.03% | 30 |
|
|
2021
Q1 | $1.33M | Buy |
15,502
+382
| +3% | +$32.7K | 1.03% | 30 |
|
|
2020
Q4 | $1.43M | Buy |
+15,120
| New | +$1.43M | 1.2% | 24 |
|