Personal CFO Solutions’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
2,120
-901
| -30% | -$109K | 0.05% | 381 |
|
|
2025
Q1 | $337K | Sell |
3,021
-1,887
| -38% | -$210K | 0.07% | 283 |
|
|
2024
Q4 | $478K | Sell |
4,908
-92
| -2% | -$8.95K | 0.09% | 212 |
|
|
2024
Q3 | $575K | Sell |
5,000
-1,200
| -19% | -$138K | 0.08% | 230 |
|
|
2024
Q2 | $660K | Buy |
6,200
+832
| +15% | +$88.6K | 0.1% | 193 |
|
|
2024
Q1 | $519K | Buy |
5,368
+277
| +5% | +$26.8K | 0.08% | 242 |
|
|
2023
Q4 | $514K | Buy |
+5,091
| New | +$514K | 0.09% | 218 |
|
|
2021
Q4 | – | Sell |
-3,322
| Closed | -$272K | – | 503 |
|
|
2021
Q3 | $272K | Buy |
3,322
+856
| +35% | +$70.1K | 0.06% | 319 |
|
|
2021
Q2 | $225K | Sell |
2,466
-398
| -14% | -$36.3K | 0.05% | 380 |
|
|
2021
Q1 | $245K | Sell |
2,864
-31
| -1% | -$2.65K | 0.05% | 322 |
|
|
2020
Q4 | $273K | Sell |
2,895
-1,661
| -36% | -$157K | 0.07% | 264 |
|
|
2020
Q3 | $0 | Buy |
4,556
+100
| +2% | – | ﹤0.01% | 273 |
|
|
2020
Q2 | $389K | Buy |
4,456
+256
| +6% | +$22.3K | 0.12% | 167 |
|
|
2020
Q1 | $346K | Buy |
4,200
+1,103
| +36% | +$90.9K | 0.12% | 152 |
|
|
2019
Q4 | $293K | Buy |
3,097
+31
| +1% | +$2.93K | 0.08% | 215 |
|
|
2019
Q3 | $266K | Buy |
+3,066
| New | +$266K | 0.11% | 218 |
|