Nicholas Hoffman & Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
11,033
+67
| +0.6% | +$8.11K | 0.03% | 107 |
|
|
2025
Q1 | $1.22M | Buy |
10,966
+1,008
| +10% | +$112K | 0.05% | 109 |
|
|
2024
Q4 | $969K | Sell |
9,958
-31
| -0.3% | -$3.02K | 0.04% | 125 |
|
|
2024
Q3 | $1.15M | Buy |
9,989
+108
| +1% | +$12.4K | 0.05% | 114 |
|
|
2024
Q2 | $1.05M | Sell |
9,881
-40
| -0.4% | -$4.26K | 0.05% | 116 |
|
|
2024
Q1 | $960K | Buy |
9,921
+64
| +0.6% | +$6.19K | 0.05% | 126 |
|
|
2023
Q4 | $995K | Hold |
9,857
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $1M | Sell |
9,857
-70
| -0.7% | -$7.13K | 0.07% | 111 |
|
|
2023
Q2 | $1M | Buy |
9,927
+276
| +3% | +$27.9K | 0.04% | 115 |
|
|
2023
Q1 | $888K | Hold |
9,651
| – | – | 0.08% | 123 |
|
|
2022
Q4 | $876K | Buy |
9,651
+10
| +0.1% | +$907 | 0.09% | 121 |
|
|
2022
Q3 | $733K | Buy |
9,641
+260
| +3% | +$19.8K | 0.03% | 128 |
|
|
2022
Q2 | $793K | Sell |
9,381
-211
| -2% | -$17.8K | 0.04% | 123 |
|
|
2022
Q1 | $842K | Buy |
9,592
+90
| +0.9% | +$7.9K | 0.03% | 124 |
|
|
2021
Q4 | $831K | Buy |
9,502
+17
| +0.2% | +$1.49K | 0.03% | 126 |
|
|
2021
Q3 | $776K | Sell |
9,485
-824
| -8% | -$67.4K | 0.14% | 126 |
|
|
2021
Q2 | $941K | Buy |
10,309
+53
| +0.5% | +$4.84K | 0.17% | 111 |
|
|
2021
Q1 | $877K | Buy |
10,256
+1,427
| +16% | +$122K | 0.18% | 110 |
|
|
2020
Q4 | $834K | Buy |
8,829
+27
| +0.3% | +$2.55K | 0.19% | 98 |
|
|
2020
Q3 | $765K | Buy |
8,802
+739
| +9% | +$64.2K | 0.2% | 96 |
|
|
2020
Q2 | $704K | Buy |
8,063
+460
| +6% | +$40.2K | 0.2% | 97 |
|
|
2020
Q1 | $627K | Buy |
7,603
+384
| +5% | +$31.7K | 0.21% | 99 |
|
|
2019
Q4 | $684K | Hold |
7,219
| – | – | 0.19% | 112 |
|
|
2019
Q3 | $627K | Hold |
7,219
| – | – | 0.19% | 113 |
|
|
2019
Q2 | $659K | Sell |
7,219
-1,357
| -16% | -$124K | 0.2% | 107 |
|
|
2019
Q1 | $739K | Sell |
8,576
-1,756
| -17% | -$151K | 0.24% | 101 |
|
|
2018
Q4 | $794K | Hold |
10,332
| – | – | 0.27% | 83 |
|
|
2018
Q3 | $798K | Sell |
10,332
-340
| -3% | -$26.3K | 0.27% | 86 |
|
|
2018
Q2 | $722K | Buy |
10,672
+8
| +0.1% | +$541 | 0.27% | 89 |
|
|
2018
Q1 | $773K | Sell |
10,664
-129
| -1% | -$9.35K | 0.3% | 85 |
|
|
2017
Q4 | $812K | Sell |
10,793
-701
| -6% | -$52.7K | 0.32% | 79 |
|
|
2017
Q3 | $884K | Buy |
11,494
+658
| +6% | +$50.6K | 0.37% | 73 |
|
|
2017
Q2 | $810K | Buy |
10,836
+705
| +7% | +$52.7K | 0.37% | 71 |
|
|
2017
Q1 | $674K | Sell |
10,131
-191
| -2% | -$12.7K | 0.32% | 77 |
|
|
2016
Q4 | $674K | Buy |
10,322
+24
| +0.2% | +$1.57K | 0.34% | 75 |
|
|
2016
Q3 | $729K | Buy |
10,298
+120
| +1% | +$8.5K | 0.4% | 66 |
|
|
2016
Q2 | $752K | Buy |
+10,178
| New | +$752K | 0.43% | 62 |
|