Optimum Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Hold |
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|
2025
Q2 | $64.1K | Hold |
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|
2025
Q1 | $59.1K | Hold |
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|
2024
Q4 | $51.6K | Hold |
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|
2024
Q3 | $61K | Hold |
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|
2024
Q2 | $56.4K | Hold |
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|
2024
Q1 | $51.3K | Hold |
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|
2023
Q4 | $53.5K | Buy |
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|
2023
Q3 | $43.8K | Sell |
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|
2023
Q2 | $94.9K | Hold |
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|
2023
Q1 | $86.5K | Hold |
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|
2022
Q4 | $85.3K | Sell |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $86K | Sell |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $89K | Hold |
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|
2021
Q3 | $83K | Sell |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $159K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $374K | Hold |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $363K | Hold |
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|
2018
Q2 | $318K | Sell |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | $364K | Hold |
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|
2017
Q3 | $373K | Hold |
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|
2017
Q2 | $362K | Hold |
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|
2017
Q1 | $322K | Buy |
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|
2016
Q4 | $263K | Sell |
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|
2016
Q3 | $291K | Buy |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $320K | Hold |
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|
2015
Q3 | $342K | Buy |
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|
2015
Q1 | $367K | Buy |
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|
2014
Q4 | $307K | Hold |
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|
2014
Q3 | $312K | Sell |
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|
2014
Q2 | $309K | Hold |
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|
2014
Q1 | $290K | Hold |
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|
2013
Q4 | $274K | Sell |
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|
2013
Q3 | $348K | Buy |
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