Mutual 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 | $456K | Sell |
3,874
-5,029
| -56% | -$592K | 0.01% | 827 |
|
|
2025
Q1 | $998K | Buy |
8,903
+14
| +0.2% | +$1.57K | 0.03% | 445 |
|
|
2024
Q4 | $870K | Buy |
8,889
+62
| +0.7% | +$6.07K | 0.03% | 524 |
|
|
2024
Q3 | $999K | Sell |
8,827
-1,945
| -18% | -$220K | 0.03% | 485 |
|
|
2024
Q2 | $1.19M | Sell |
10,772
-72
| -0.7% | -$7.97K | 0.04% | 429 |
|
|
2024
Q1 | $1.05M | Buy |
10,844
+1,672
| +18% | +$162K | 0.03% | 458 |
|
|
2023
Q4 | $926K | Sell |
9,172
-2,102
| -19% | -$212K | 0.03% | 475 |
|
|
2023
Q3 | $1.15M | Sell |
11,274
-1,197
| -10% | -$122K | 0.04% | 381 |
|
|
2023
Q2 | $1.26M | Buy |
12,471
+3,232
| +35% | +$326K | 0.05% | 370 |
|
|
2023
Q1 | $850K | Sell |
9,239
-283
| -3% | -$26K | 0.03% | 471 |
|
|
2022
Q4 | $864K | Buy |
9,522
+69
| +0.7% | +$6.26K | 0.04% | 447 |
|
|
2022
Q3 | $719K | Sell |
9,453
-1,788
| -16% | -$136K | 0.04% | 460 |
|
|
2022
Q2 | $950K | Sell |
11,241
-183
| -2% | -$15.5K | 0.06% | 352 |
|
|
2022
Q1 | $1M | Sell |
11,424
-596
| -5% | -$52.3K | 0.06% | 376 |
|
|
2021
Q4 | $1.05M | Buy |
12,020
+507
| +4% | +$44.3K | 0.06% | 366 |
|
|
2021
Q3 | $942K | Buy |
11,513
+644
| +6% | +$52.7K | 0.06% | 369 |
|
|
2021
Q2 | $992K | Buy |
10,869
+688
| +7% | +$62.8K | 0.06% | 355 |
|
|
2021
Q1 | $870K | Sell |
10,181
-971
| -9% | -$83K | 0.06% | 353 |
|
|
2020
Q4 | $1.05M | Sell |
11,152
-634
| -5% | -$59.9K | 0.08% | 290 |
|
|
2020
Q3 | $1.03M | Sell |
11,786
-177
| -1% | -$15.4K | 0.09% | 244 |
|
|
2020
Q2 | $1.05M | Buy |
11,963
+73
| +0.6% | +$6.38K | 0.1% | 215 |
|
|
2020
Q1 | $980K | Sell |
11,890
-171
| -1% | -$14.1K | 0.13% | 179 |
|
|
2019
Q4 | $1.14M | Buy |
12,061
+275
| +2% | +$26K | 0.12% | 207 |
|
|
2019
Q3 | $1.02M | Sell |
11,786
-196
| -2% | -$17K | 0.14% | 187 |
|
|
2019
Q2 | $1.09M | Sell |
11,982
-608
| -5% | -$55.5K | 0.14% | 185 |
|
|
2019
Q1 | $1.09M | Buy |
12,590
+243
| +2% | +$20.9K | 0.16% | 157 |
|
|
2018
Q4 | $949K | Sell |
12,347
-427
| -3% | -$32.8K | 0.19% | 135 |
|
|
2018
Q3 | $986K | Buy |
12,774
+3,292
| +35% | +$254K | 0.15% | 166 |
|
|
2018
Q2 | $642K | Buy |
9,482
+330
| +4% | +$22.3K | 0.15% | 205 |
|
|
2018
Q1 | $663K | Buy |
9,152
+871
| +11% | +$63.1K | 0.17% | 201 |
|
|
2017
Q4 | $623K | Buy |
+8,281
| New | +$623K | 0.24% | 124 |
|