NewEdge Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Buy |
465,916
+34,078
| +8% | +$3.95M | 0.85% | 20 |
|
|
2025
Q1 | $48.1M | Buy |
431,838
+7,190
| +2% | +$802K | 0.87% | 22 |
|
|
2024
Q4 | $41.3M | Buy |
424,648
+32,398
| +8% | +$3.15M | 0.72% | 31 |
|
|
2024
Q3 | $45.1M | Buy |
392,250
+28,190
| +8% | +$3.24M | 0.81% | 24 |
|
|
2024
Q2 | $38.8M | Buy |
364,060
+9,050
| +3% | +$963K | 0.84% | 25 |
|
|
2024
Q1 | $34.6M | Buy |
355,010
+30,109
| +9% | +$2.93M | 0.78% | 28 |
|
|
2023
Q4 | $32.8M | Buy |
324,901
+43,106
| +15% | +$4.35M | 0.84% | 27 |
|
|
2023
Q3 | $28.7M | Buy |
281,795
+43,547
| +18% | +$4.44M | 0.91% | 22 |
|
|
2023
Q2 | $24M | Buy |
238,248
+111,719
| +88% | +$11.3M | 0.8% | 29 |
|
|
2023
Q1 | $11.6M | Buy |
126,529
+13,847
| +12% | +$1.27M | 0.44% | 62 |
|
|
2022
Q4 | $10.2M | Buy |
112,682
+6,682
| +6% | +$606K | 0.44% | 68 |
|
|
2022
Q3 | $8.06M | Buy |
106,000
+9,209
| +10% | +$700K | 0.38% | 77 |
|
|
2022
Q2 | $8.18M | Buy |
96,791
+14,333
| +17% | +$1.21M | 0.37% | 71 |
|
|
2022
Q1 | $7.24M | Buy |
82,458
+9,094
| +12% | +$798K | 0.32% | 85 |
|
|
2021
Q4 | $6.42M | Buy |
73,364
+4,924
| +7% | +$431K | 0.27% | 92 |
|
|
2021
Q3 | $5.6M | Buy |
68,440
+2,782
| +4% | +$228K | 0.33% | 82 |
|
|
2021
Q2 | $5.99M | Buy |
65,658
+6,338
| +11% | +$578K | 0.46% | 73 |
|
|
2021
Q1 | $5.07M | Buy |
59,320
+41,929
| +241% | +$3.58M | 0.5% | 64 |
|
|
2020
Q4 | $1.64M | Buy |
+17,391
| New | +$1.64M | 0.51% | 60 |
|