Modera 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 | $636K | Sell |
5,255
-146
| -3% | -$17.7K | 0.01% | 404 |
|
|
2025
Q1 | $602K | Sell |
5,401
-375
| -6% | -$41.8K | 0.01% | 398 |
|
|
2024
Q4 | $562K | Buy |
5,776
+341
| +6% | +$33.2K | 0.01% | 413 |
|
|
2024
Q3 | $625K | Buy |
5,435
+150
| +3% | +$17.3K | 0.01% | 374 |
|
|
2024
Q2 | $563K | Sell |
5,285
-2,464
| -32% | -$262K | 0.01% | 377 |
|
|
2024
Q1 | $750K | Sell |
7,749
-30
| -0.4% | -$2.9K | 0.01% | 336 |
|
|
2023
Q4 | $785K | Buy |
7,779
+223
| +3% | +$22.5K | 0.01% | 316 |
|
|
2023
Q3 | $770K | Buy |
7,556
+98
| +1% | +$9.98K | 0.01% | 308 |
|
|
2023
Q2 | $753K | Buy |
7,458
+3,200
| +75% | +$323K | 0.01% | 320 |
|
|
2023
Q1 | $392K | Sell |
4,258
-600
| -12% | -$55.2K | 0.02% | 247 |
|
|
2022
Q4 | $441K | Buy |
4,858
+660
| +16% | +$59.9K | 0.02% | 227 |
|
|
2022
Q3 | $319K | Sell |
4,198
-188
| -4% | -$14.3K | 0.02% | 234 |
|
|
2022
Q2 | $371K | Buy |
4,386
+136
| +3% | +$11.5K | 0.02% | 230 |
|
|
2022
Q1 | $373K | Buy |
+4,250
| New | +$373K | 0.02% | 246 |
|
|
2021
Q2 | – | Sell |
-3,039
| Closed | -$260K | – | 246 |
|
|
2021
Q1 | $260K | Buy |
3,039
+761
| +33% | +$65.1K | 0.02% | 190 |
|
|
2020
Q4 | $215K | Buy |
+2,278
| New | +$215K | 0.02% | 219 |
|