Orion Portfolio Solutions’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.87M | Buy |
34,672
+1,051
| +3% | +$117K | 0.04% | 429 |
|
|
2024
Q4 | $3.27M | Buy |
33,621
+1,198
| +4% | +$117K | 0.03% | 471 |
|
|
2024
Q3 | $3.73M | Buy |
32,423
+1,079
| +3% | +$124K | 0.04% | 422 |
|
|
2024
Q2 | $3.34M | Buy |
31,344
+1,976
| +7% | +$210K | 0.04% | 427 |
|
|
2024
Q1 | $2.84M | Sell |
29,368
-587
| -2% | -$56.8K | 0.03% | 506 |
|
|
2023
Q4 | $3.21M | Sell |
29,955
-1,914
| -6% | -$205K | 0.04% | 431 |
|
|
2023
Q3 | $3.25M | Sell |
31,869
-59
| -0.2% | -$6.01K | 0.04% | 404 |
|
|
2023
Q2 | $3.22M | Buy |
31,928
+3,088
| +11% | +$312K | 0.03% | 455 |
|
|
2023
Q1 | $2.65M | Buy |
+28,840
| New | +$2.65M | 0.03% | 477 |
|
|
2020
Q3 | – | Sell |
-408
| Closed | -$36K | – | 1506 |
|
|
2020
Q2 | $36K | Sell |
408
-234
| -36% | -$20.6K | ﹤0.01% | 785 |
|
|
2020
Q1 | $53K | Buy |
642
+293
| +84% | +$24.2K | ﹤0.01% | 580 |
|
|
2019
Q4 | $33K | Buy |
+349
| New | +$33K | ﹤0.01% | 644 |
|