Optimum 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 | $64.1K | Hold |
530
| – | – | 0.03% | 309 |
|
|
2025
Q1 | $59.1K | Hold |
530
| – | – | 0.03% | 314 |
|
|
2024
Q4 | $51.6K | Hold |
530
| – | – | 0.02% | 338 |
|
|
2024
Q3 | $61K | Hold |
530
| – | – | 0.03% | 332 |
|
|
2024
Q2 | $56.4K | Hold |
530
| – | – | 0.03% | 345 |
|
|
2024
Q1 | $51.3K | Hold |
530
| – | – | 0.02% | 365 |
|
|
2023
Q4 | $53.5K | Buy |
530
+100
| +23% | +$10.1K | 0.03% | 344 |
|
|
2023
Q3 | $43.8K | Sell |
430
-510
| -54% | -$51.9K | 0.02% | 375 |
|
|
2023
Q2 | $94.9K | Hold |
940
| – | – | 0.05% | 279 |
|
|
2023
Q1 | $86.5K | Hold |
940
| – | – | 0.05% | 290 |
|
|
2022
Q4 | $85.3K | Sell |
940
-75
| -7% | -$6.8K | 0.05% | 290 |
|
|
2022
Q3 | $77K | Hold |
1,015
| – | – | 0.04% | 314 |
|
|
2022
Q2 | $86K | Sell |
1,015
-111
| -10% | -$9.41K | 0.04% | 311 |
|
|
2022
Q1 | $99K | Buy |
1,126
+111
| +11% | +$9.76K | 0.04% | 321 |
|
|
2021
Q4 | $89K | Hold |
1,015
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $83K | Sell |
1,015
-275
| -21% | -$22.5K | 0.04% | 361 |
|
|
2021
Q2 | $118K | Sell |
1,290
-570
| -31% | -$52.1K | 0.04% | 347 |
|
|
2021
Q1 | $159K | Sell |
1,860
-600
| -24% | -$51.3K | 0.05% | 299 |
|
|
2020
Q4 | $232K | Buy |
2,460
+150
| +6% | +$14.1K | 0.07% | 225 |
|
|
2020
Q3 | $201K | Hold |
2,310
| – | – | 0.07% | 237 |
|
|
2020
Q2 | $202K | Sell |
2,310
-132
| -5% | -$11.5K | 0.07% | 234 |
|
|
2020
Q1 | $201K | Hold |
2,442
| – | – | 0.08% | 214 |
|
|
2019
Q4 | $231K | Hold |
2,442
| – | – | 0.07% | 251 |
|
|
2019
Q3 | $212K | Buy |
2,442
+132
| +6% | +$11.5K | 0.07% | 255 |
|
|
2019
Q2 | $211K | Sell |
2,310
-2,037
| -47% | -$186K | 0.07% | 258 |
|
|
2019
Q1 | $374K | Hold |
4,347
| – | – | 0.12% | 178 |
|
|
2018
Q4 | $334K | Sell |
4,347
-357
| -8% | -$27.4K | 0.11% | 181 |
|
|
2018
Q3 | $363K | Hold |
4,704
| – | – | 0.1% | 197 |
|
|
2018
Q2 | $318K | Sell |
4,704
-335
| -7% | -$22.6K | 0.09% | 222 |
|
|
2018
Q1 | $365K | Buy |
5,039
+196
| +4% | +$14.2K | 0.11% | 192 |
|
|
2017
Q4 | $364K | Hold |
4,843
| – | – | 0.12% | 198 |
|
|
2017
Q3 | $373K | Hold |
4,843
| – | – | 0.12% | 201 |
|
|
2017
Q2 | $362K | Hold |
4,843
| – | – | 0.13% | 195 |
|
|
2017
Q1 | $322K | Buy |
4,843
+809
| +20% | +$53.8K | 0.11% | 209 |
|
|
2016
Q4 | $263K | Sell |
4,034
-82
| -2% | -$5.35K | 0.1% | 230 |
|
|
2016
Q3 | $291K | Buy |
4,116
+310
| +8% | +$21.9K | 0.11% | 220 |
|
|
2016
Q2 | $281K | Hold |
3,806
| – | – | 0.11% | 215 |
|
|
2016
Q1 | $247K | Sell |
3,806
-346
| -8% | -$22.5K | 0.1% | 219 |
|
|
2015
Q4 | $320K | Hold |
4,152
| – | – | 0.12% | 204 |
|
|
2015
Q3 | $342K | Buy |
+4,152
| New | +$342K | 0.14% | 186 |
|
|
2015
Q1 | $367K | Buy |
4,152
+458
| +12% | +$40.5K | 0.12% | 191 |
|
|
2014
Q4 | $307K | Hold |
3,694
| – | – | 0.1% | 203 |
|
|
2014
Q3 | $312K | Sell |
3,694
-112
| -3% | -$9.46K | 0.1% | 187 |
|
|
2014
Q2 | $309K | Hold |
3,806
| – | – | 0.1% | 199 |
|
|
2014
Q1 | $290K | Hold |
3,806
| – | – | 0.11% | 186 |
|
|
2013
Q4 | $274K | Sell |
3,806
-1,261
| -25% | -$90.8K | 0.1% | 186 |
|
|
2013
Q3 | $348K | Buy |
+5,067
| New | +$348K | 0.14% | 156 |
|