Pacifica Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,984
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $223K | Sell |
1,984
-457
| -19% | -$51.3K | 0.1% | 100 |
|
|
2024
Q4 | $237K | Hold |
2,441
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $281K | Hold |
2,441
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $261K | Hold |
2,441
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $233K | Hold |
2,441
| – | – | 0.1% | 96 |
|
|
2023
Q4 | $237K | Sell |
2,441
-770
| -24% | -$74.7K | 0.12% | 93 |
|
|
2023
Q3 | $309K | Hold |
3,211
| – | – | 0.17% | 77 |
|
|
2023
Q2 | $318K | Hold |
3,211
| – | – | 0.18% | 75 |
|
|
2023
Q1 | $308K | Hold |
3,211
| – | – | 0.19% | 77 |
|
|
2022
Q4 | $293K | Buy |
3,211
+393
| +14% | +$35.8K | 0.2% | 70 |
|
|
2022
Q3 | $215K | Hold |
2,818
| – | – | 0.16% | 77 |
|
|
2022
Q2 | $241K | Sell |
2,818
-31
| -1% | -$2.65K | 0.17% | 78 |
|
|
2022
Q1 | $249K | Hold |
2,849
| – | – | 0.16% | 76 |
|
|
2021
Q4 | $255K | Hold |
2,849
| – | – | 0.17% | 80 |
|
|
2021
Q3 | $236K | Sell |
2,849
-18
| -0.6% | -$1.49K | 0.17% | 78 |
|
|
2021
Q2 | $261K | Buy |
2,867
+31
| +1% | +$2.82K | 0.2% | 72 |
|
|
2021
Q1 | $246K | Buy |
2,836
+18
| +0.6% | +$1.56K | 0.2% | 73 |
|
|
2020
Q4 | $250K | Hold |
2,818
| – | – | 0.24% | 65 |
|
|
2020
Q3 | $245K | Hold |
2,818
| – | – | 0.27% | 62 |
|
|
2020
Q2 | $246K | Buy |
2,818
+74
| +3% | +$6.46K | 0.27% | 62 |
|
|
2020
Q1 | $230K | Buy |
2,744
+2,700
| +6,136% | +$226K | 0.29% | 62 |
|
|
2019
Q4 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 301 |
|