Mount Yale 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 | $2.05M | Sell |
16,969
-4,244
| -20% | -$514K | 0.16% | 126 |
|
|
2025
Q1 | $2.36M | Buy |
21,213
+58
| +0.3% | +$6.47K | 0.2% | 106 |
|
|
2024
Q4 | $2.06M | Sell |
21,155
-1,012
| -5% | -$98.5K | 0.17% | 120 |
|
|
2024
Q3 | $2.55M | Buy |
22,167
+5,052
| +30% | +$581K | 0.24% | 97 |
|
|
2024
Q2 | $1.82M | Sell |
17,115
-1,224
| -7% | -$130K | 0.14% | 134 |
|
|
2024
Q1 | $1.77M | Sell |
18,339
-7,551
| -29% | -$730K | 0.14% | 148 |
|
|
2023
Q4 | $2.61M | Buy |
25,890
+2,351
| +10% | +$237K | 0.25% | 95 |
|
|
2023
Q3 | $2.4M | Buy |
23,539
+4,527
| +24% | +$461K | 0.26% | 88 |
|
|
2023
Q2 | $1.92M | Buy |
19,012
+5,030
| +36% | +$508K | 0.2% | 112 |
|
|
2023
Q1 | $1.29M | Sell |
13,982
-3,719
| -21% | -$342K | 0.14% | 147 |
|
|
2022
Q4 | $1.61M | Buy |
17,701
+1,681
| +10% | +$153K | 0.18% | 124 |
|
|
2022
Q3 | $1.22M | Sell |
16,020
-8,007
| -33% | -$609K | 0.16% | 138 |
|
|
2022
Q2 | $2.03M | Buy |
24,027
+8,489
| +55% | +$718K | 0.26% | 90 |
|
|
2022
Q1 | $1.36M | Buy |
15,538
+3,606
| +30% | +$316K | 0.15% | 151 |
|
|
2021
Q4 | $1.04M | Sell |
11,932
-6,488
| -35% | -$568K | 0.11% | 194 |
|
|
2021
Q3 | $1.51M | Sell |
18,420
-894
| -5% | -$73.1K | 0.17% | 135 |
|
|
2021
Q2 | $1.76M | Buy |
19,314
+2,192
| +13% | +$200K | 0.21% | 102 |
|
|
2021
Q1 | $1.46M | Buy |
17,122
+7,442
| +77% | +$636K | 0.19% | 113 |
|
|
2020
Q4 | $914K | Buy |
9,680
+3,446
| +55% | +$325K | 0.13% | 176 |
|
|
2020
Q3 | $542K | Sell |
6,234
-1,072
| -15% | -$93.2K | 0.08% | 236 |
|
|
2020
Q2 | $638K | Buy |
7,306
+4,797
| +191% | +$419K | 0.11% | 189 |
|
|
2020
Q1 | $207K | Sell |
2,509
-801
| -24% | -$66.1K | 0.05% | 268 |
|
|
2019
Q4 | $313K | Buy |
3,310
+10
| +0.3% | +$946 | 0.05% | 271 |
|
|
2019
Q3 | $295K | Buy |
+3,300
| New | +$295K | 0.05% | 267 |
|
|
2019
Q2 | – | Sell |
-2,325
| Closed | -$200K | – | 320 |
|
|
2019
Q1 | $200K | Sell |
2,325
-599
| -20% | -$51.5K | 0.04% | 290 |
|
|
2018
Q4 | $231K | Sell |
2,924
-863
| -23% | -$68.2K | 0.05% | 282 |
|
|
2018
Q3 | $302K | Buy |
3,787
+810
| +27% | +$64.6K | 0.05% | 250 |
|
|
2018
Q2 | $202K | Buy |
2,977
+2,001
| +205% | +$136K | 0.04% | 304 |
|
|
2018
Q1 | $71K | Buy |
+976
| New | +$71K | 0.02% | 547 |
|