Moneta Group Investment 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 | $424K | Sell |
3,501
-47
| -1% | -$5.69K | 0.01% | 474 |
|
|
2025
Q1 | $396K | Buy |
3,548
+173
| +5% | +$19.3K | 0.01% | 473 |
|
|
2024
Q4 | $328K | Buy |
3,375
+37
| +1% | +$3.6K | ﹤0.01% | 513 |
|
|
2024
Q3 | $384K | Buy |
3,338
+3,048
| +1,051% | +$351K | 0.01% | 467 |
|
|
2024
Q2 | $536K | Sell |
290
-193
| -40% | -$357K | 0.01% | 380 |
|
|
2024
Q1 | $776K | Sell |
483
-5,562
| -92% | -$8.93M | 0.01% | 298 |
|
|
2023
Q4 | $610K | Sell |
6,045
-182
| -3% | -$18.4K | 0.01% | 305 |
|
|
2023
Q3 | $601K | Buy |
6,227
+5,887
| +1,731% | +$568K | 0.01% | 285 |
|
|
2023
Q2 | $579K | Sell |
340
-5,995
| -95% | -$10.2M | 0.01% | 295 |
|
|
2023
Q1 | $583K | Buy |
6,335
+1,473
| +30% | +$136K | 0.01% | 287 |
|
|
2022
Q4 | $441K | Buy |
4,862
+442
| +10% | +$40.1K | 0.01% | 314 |
|
|
2022
Q3 | $336K | Sell |
4,420
-182
| -4% | -$13.8K | 0.01% | 333 |
|
|
2022
Q2 | $389K | Buy |
4,602
+477
| +12% | +$40.3K | 0.01% | 338 |
|
|
2022
Q1 | $362K | Buy |
4,125
+66
| +2% | +$5.79K | 0.01% | 329 |
|
|
2021
Q4 | $355K | Sell |
4,059
-1,651
| -29% | -$144K | 0.01% | 354 |
|
|
2021
Q3 | $467K | Buy |
5,710
+2,389
| +72% | +$195K | 0.02% | 288 |
|
|
2021
Q2 | $303K | Buy |
3,321
+69
| +2% | +$6.3K | 0.01% | 364 |
|
|
2021
Q1 | $278K | Buy |
3,252
+721
| +28% | +$61.6K | 0.01% | 349 |
|
|
2020
Q4 | $239K | Buy |
2,531
+162
| +7% | +$15.3K | 0.02% | 279 |
|
|
2020
Q3 | $206K | Buy |
2,369
+79
| +3% | +$6.87K | 0.02% | 256 |
|
|
2020
Q2 | $200K | Buy |
+2,290
| New | +$200K | 0.02% | 241 |
|
|
2019
Q3 | – | Sell |
-296
| Closed | -$27K | – | 297 |
|
|
2019
Q2 | $27K | Sell |
296
-47
| -14% | -$4.29K | ﹤0.01% | 239 |
|
|
2019
Q1 | $26K | Buy |
+343
| New | +$26K | ﹤0.01% | 243 |
|
|
2018
Q3 | – | Sell |
-2,568
| Closed | -$174K | – | 319 |
|
|
2018
Q2 | $174K | Buy |
+2,568
| New | +$174K | 0.02% | 257 |
|
|
2018
Q1 | – | Sell |
-5,982
| Closed | -$450K | – | 682 |
|
|
2017
Q4 | $450K | Sell |
5,982
-38
| -0.6% | -$2.86K | 0.07% | 132 |
|
|
2017
Q3 | $463K | Buy |
+6,020
| New | +$463K | 0.07% | 129 |
|
|
2015
Q4 | – | Sell |
-1,693
| Closed | -$139K | – | 323 |
|
|
2015
Q3 | $139K | Sell |
1,693
-1,875
| -53% | -$154K | 0.04% | 152 |
|
|
2015
Q2 | $314K | Buy |
+3,568
| New | +$314K | 0.1% | 100 |
|