Monetary Management Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
1,259
| – | – | 0.04% | 212 |
|
|
2025
Q1 | $140K | Hold |
1,259
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $123K | Hold |
1,259
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $145K | Hold |
1,259
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $134K | Hold |
1,259
| – | – | 0.04% | 218 |
|
|
2024
Q1 | $122K | Hold |
1,259
| – | – | 0.03% | 221 |
|
|
2023
Q4 | $127K | Hold |
1,259
| – | – | 0.04% | 210 |
|
|
2023
Q3 | $128K | Hold |
1,259
| – | – | 0.04% | 206 |
|
|
2023
Q2 | $127K | Hold |
1,259
| – | – | 0.04% | 211 |
|
|
2023
Q1 | $116K | Hold |
1,259
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $114K | Hold |
1,259
| – | – | 0.04% | 216 |
|
|
2022
Q3 | $96K | Hold |
1,259
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $106K | Hold |
1,259
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $110K | Hold |
1,259
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $110K | Hold |
1,259
| – | – | 0.03% | 220 |
|
|
2021
Q3 | $103K | Hold |
1,259
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $115K | Hold |
1,259
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $108K | Sell |
1,259
-84
| -6% | -$7.21K | 0.03% | 203 |
|
|
2020
Q4 | $127K | Hold |
1,343
| – | – | 0.04% | 189 |
|
|
2020
Q3 | $117K | Hold |
1,343
| – | – | 0.04% | 184 |
|
|
2020
Q2 | $117K | Hold |
1,343
| – | – | 0.04% | 177 |
|
|
2020
Q1 | $111K | Hold |
1,343
| – | – | 0.05% | 161 |
|
|
2019
Q4 | $127K | Hold |
1,343
| – | – | 0.05% | 185 |
|
|
2019
Q3 | $117K | Hold |
1,343
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $123K | Sell |
1,343
-156
| -10% | -$14.3K | 0.05% | 186 |
|
|
2019
Q1 | $129K | Hold |
1,499
| – | – | 0.05% | 186 |
|
|
2018
Q4 | $115K | Hold |
1,499
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $116K | Hold |
1,499
| – | – | 0.04% | 184 |
|
|
2018
Q2 | $101K | Sell |
1,499
-335
| -18% | -$22.6K | 0.04% | 196 |
|
|
2018
Q1 | $133K | Hold |
1,834
| – | – | 0.06% | 171 |
|
|
2017
Q4 | $138K | Hold |
1,834
| – | – | 0.06% | 174 |
|
|
2017
Q3 | $141K | Hold |
1,834
| – | – | 0.06% | 168 |
|
|
2017
Q2 | $137K | Hold |
1,834
| – | – | 0.06% | 177 |
|
|
2017
Q1 | $122K | Hold |
1,834
| – | – | 0.05% | 177 |
|
|
2016
Q4 | $120K | Sell |
1,834
-390
| -18% | -$25.5K | 0.06% | 172 |
|
|
2016
Q3 | $157K | Sell |
2,224
-391
| -15% | -$27.6K | 0.07% | 157 |
|
|
2016
Q2 | $193K | Hold |
2,615
| – | – | 0.09% | 143 |
|
|
2016
Q1 | $170K | Sell |
2,615
-2,009
| -43% | -$131K | 0.08% | 150 |
|
|
2015
Q4 | $356K | Hold |
4,624
| – | – | 0.17% | 107 |
|
|
2015
Q3 | $381K | Buy |
4,624
+1,116
| +32% | +$92K | 0.19% | 106 |
|
|
2015
Q2 | $309K | Buy |
3,508
+893
| +34% | +$78.7K | 0.14% | 126 |
|
|
2015
Q1 | $231K | Buy |
2,615
+84
| +3% | +$7.42K | 0.1% | 144 |
|
|
2014
Q4 | $210K | Buy |
2,531
+112
| +5% | +$9.29K | 0.09% | 155 |
|
|
2014
Q3 | $204K | Buy |
2,419
+1,303
| +117% | +$110K | 0.09% | 160 |
|
|
2014
Q2 | $91K | Sell |
1,116
-1,953
| -64% | -$159K | 0.04% | 209 |
|
|
2014
Q1 | $234K | Sell |
3,069
-1,116
| -27% | -$85.1K | 0.11% | 139 |
|
|
2013
Q4 | $301K | Hold |
4,185
| – | – | 0.14% | 125 |
|
|
2013
Q3 | $288K | Buy |
4,185
+279
| +7% | +$19.2K | 0.15% | 125 |
|
|
2013
Q2 | $247K | Buy |
+3,906
| New | +$247K | 0.14% | 139 |
|