OneDigital 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 | $793K | Sell |
6,549
-262
| -4% | -$31.7K | 0.01% | 723 |
|
|
2025
Q1 | $759K | Sell |
6,811
-161
| -2% | -$17.9K | 0.01% | 705 |
|
|
2024
Q4 | $678K | Sell |
6,972
-3,177
| -31% | -$309K | 0.01% | 770 |
|
|
2024
Q3 | $1.17M | Sell |
10,149
-991
| -9% | -$114K | 0.01% | 602 |
|
|
2024
Q2 | $1.19M | Buy |
11,140
+4,469
| +67% | +$476K | 0.01% | 563 |
|
|
2024
Q1 | $645K | Sell |
6,671
-1,238
| -16% | -$120K | 0.01% | 643 |
|
|
2023
Q4 | $799K | Buy |
7,909
+3,686
| +87% | +$372K | 0.01% | 550 |
|
|
2023
Q3 | $430K | Sell |
4,223
-192
| -4% | -$19.6K | 0.01% | 693 |
|
|
2023
Q2 | $446K | Sell |
4,415
-9,099
| -67% | -$918K | 0.01% | 680 |
|
|
2023
Q1 | $1.24M | Buy |
13,514
+9,681
| +253% | +$891K | 0.03% | 352 |
|
|
2022
Q4 | $348K | Buy |
3,833
+483
| +14% | +$43.8K | 0.01% | 617 |
|
|
2022
Q3 | $255K | Sell |
3,350
-142
| -4% | -$10.8K | 0.01% | 644 |
|
|
2022
Q2 | $295K | Sell |
3,492
-875
| -20% | -$73.9K | 0.01% | 563 |
|
|
2022
Q1 | $383K | Buy |
4,367
+137
| +3% | +$12K | 0.01% | 514 |
|
|
2021
Q4 | $370K | Sell |
4,230
-286
| -6% | -$25K | 0.01% | 523 |
|
|
2021
Q3 | $369K | Buy |
4,516
+49
| +1% | +$4K | 0.01% | 513 |
|
|
2021
Q2 | $408K | Buy |
4,467
+207
| +5% | +$18.9K | 0.02% | 460 |
|
|
2021
Q1 | $364K | Sell |
4,260
-346
| -8% | -$29.6K | 0.02% | 458 |
|
|
2020
Q4 | $435K | Buy |
4,606
+324
| +8% | +$30.6K | 0.02% | 380 |
|
|
2020
Q3 | $372K | Sell |
4,282
-1,063
| -20% | -$92.3K | 0.03% | 364 |
|
|
2020
Q2 | $467K | Buy |
5,345
+250
| +5% | +$21.8K | 0.03% | 319 |
|
|
2020
Q1 | $420K | Sell |
5,095
-577
| -10% | -$47.6K | 0.04% | 301 |
|
|
2019
Q4 | $537K | Buy |
5,672
+385
| +7% | +$36.5K | 0.04% | 283 |
|
|
2019
Q3 | $459K | Buy |
5,287
+1,551
| +42% | +$135K | 0.04% | 291 |
|
|
2019
Q2 | $341K | Buy |
3,736
+2,453
| +191% | +$224K | 0.03% | 319 |
|
|
2019
Q1 | $111K | Hold |
1,283
| – | – | 0.02% | 358 |
|
|
2018
Q4 | $99K | Buy |
1,283
+106
| +9% | +$8.18K | 0.02% | 339 |
|
|
2018
Q3 | $91K | Hold |
1,177
| – | – | 0.02% | 288 |
|
|
2018
Q2 | $80K | Sell |
1,177
-134
| -10% | -$9.11K | 0.02% | 379 |
|
|
2018
Q1 | $95K | Hold |
1,311
| – | – | 0.02% | 353 |
|
|
2017
Q4 | $99K | Sell |
1,311
-39
| -3% | -$2.95K | 0.01% | 339 |
|
|
2017
Q3 | $104K | Sell |
1,350
-17
| -1% | -$1.31K | 0.04% | 227 |
|
|
2017
Q2 | $102K | Buy |
+1,367
| New | +$102K | 0.03% | 310 |
|