PDS Planning’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
9,069
+172
| +2% | +$20.8K | 0.08% | 114 |
|
|
2025
Q1 | $992K | Buy |
8,897
+907
| +11% | +$101K | 0.08% | 105 |
|
|
2024
Q4 | $778K | Sell |
7,990
-122
| -2% | -$11.9K | 0.07% | 122 |
|
|
2024
Q3 | $933K | Buy |
8,112
+33
| +0.4% | +$3.8K | 0.08% | 106 |
|
|
2024
Q2 | $860K | Buy |
8,079
+314
| +4% | +$33.4K | 0.09% | 100 |
|
|
2024
Q1 | $751K | Buy |
7,765
+62
| +0.8% | +$6K | 0.08% | 109 |
|
|
2023
Q4 | $778K | Buy |
7,703
+277
| +4% | +$28K | 0.09% | 91 |
|
|
2023
Q3 | $756K | Buy |
7,426
+672
| +10% | +$68.5K | 0.1% | 92 |
|
|
2023
Q2 | $682K | Buy |
6,754
+1,524
| +29% | +$154K | 0.09% | 100 |
|
|
2023
Q1 | $481K | Buy |
5,230
+2,568
| +96% | +$236K | 0.07% | 125 |
|
|
2022
Q4 | $241K | Sell |
2,662
-138
| -5% | -$12.5K | 0.04% | 171 |
|
|
2022
Q3 | $213K | Sell |
2,800
-787
| -22% | -$59.9K | 0.04% | 174 |
|
|
2022
Q2 | $303K | Buy |
3,587
+384
| +12% | +$32.4K | 0.05% | 136 |
|
|
2022
Q1 | $281K | Buy |
3,203
+661
| +26% | +$58K | 0.05% | 158 |
|
|
2021
Q4 | $222K | Sell |
2,542
-377
| -13% | -$32.9K | 0.04% | 175 |
|
|
2021
Q3 | $239K | Sell |
2,919
-59
| -2% | -$4.83K | 0.06% | 157 |
|
|
2021
Q2 | $272K | Buy |
2,978
+248
| +9% | +$22.7K | 0.07% | 139 |
|
|
2021
Q1 | $233K | Buy |
2,730
+314
| +13% | +$26.8K | 0.07% | 138 |
|
|
2020
Q4 | $228K | Sell |
2,416
-86
| -3% | -$8.12K | 0.08% | 133 |
|
|
2020
Q3 | $218K | Buy |
2,502
+6
| +0.2% | +$523 | 0.09% | 122 |
|
|
2020
Q2 | $218K | Buy |
+2,496
| New | +$218K | 0.1% | 112 |
|