Physicians Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
12,634
-200
| -2% | -$24.2K | 0.46% | 43 |
|
|
2025
Q1 | $1.43M | Sell |
12,834
-234
| -2% | -$26.1K | 0.46% | 45 |
|
|
2024
Q4 | $1.27M | Sell |
13,068
-250
| -2% | -$24.3K | 0.39% | 52 |
|
|
2024
Q3 | $1.53M | Sell |
13,318
-225
| -2% | -$25.9K | 0.48% | 48 |
|
|
2024
Q2 | $1.44M | Hold |
13,543
| – | – | 0.47% | 51 |
|
|
2024
Q1 | $1.31M | Sell |
13,543
-400
| -3% | -$38.7K | 0.46% | 53 |
|
|
2023
Q4 | $1.41M | Sell |
13,943
-140
| -1% | -$14.1K | 0.53% | 48 |
|
|
2023
Q3 | $1.43M | Hold |
14,083
| – | – | 0.59% | 45 |
|
|
2023
Q2 | $1.42M | Buy |
14,083
+100
| +0.7% | +$10.1K | 0.56% | 46 |
|
|
2023
Q1 | $1.29M | Sell |
13,983
-100
| -0.7% | -$9.2K | 0.54% | 50 |
|
|
2022
Q4 | $1.28M | Hold |
14,083
| – | – | 0.58% | 49 |
|
|
2022
Q3 | $1.07M | Sell |
14,083
-100
| -0.7% | -$7.6K | 0.52% | 51 |
|
|
2022
Q2 | $1.2M | Sell |
14,183
-25
| -0.2% | -$2.11K | 0.53% | 51 |
|
|
2022
Q1 | $1.25M | Sell |
14,208
-325
| -2% | -$28.5K | 0.48% | 55 |
|
|
2021
Q4 | $1.27M | Sell |
14,533
-525
| -3% | -$45.9K | 0.47% | 55 |
|
|
2021
Q3 | $1.23M | Sell |
15,058
-300
| -2% | -$24.5K | 0.5% | 57 |
|
|
2021
Q2 | $1.4M | Sell |
15,358
-585
| -4% | -$53.4K | 0.57% | 50 |
|
|
2021
Q1 | $1.36M | Buy |
15,943
+2,510
| +19% | +$215K | 0.58% | 49 |
|
|
2020
Q4 | $1.27M | Sell |
13,433
-277
| -2% | -$26.1K | 0.61% | 47 |
|
|
2020
Q3 | $1.19M | Buy |
13,710
+678
| +5% | +$58.9K | 0.6% | 47 |
|
|
2020
Q2 | $1.14M | Buy |
13,032
+103
| +0.8% | +$8.99K | 0.63% | 46 |
|
|
2020
Q1 | $1.07M | Sell |
12,929
-300
| -2% | -$24.7K | 0.73% | 42 |
|
|
2019
Q4 | $1.25M | Sell |
13,229
-100
| -0.8% | -$9.47K | 0.68% | 44 |
|
|
2019
Q3 | $1.16M | Buy |
13,329
+200
| +2% | +$17.4K | 0.66% | 44 |
|
|
2019
Q2 | $1.2M | Sell |
13,129
-5,457
| -29% | -$498K | 0.71% | 39 |
|
|
2019
Q1 | $1.6M | Sell |
18,586
-111
| -0.6% | -$9.56K | 1% | 34 |
|
|
2018
Q4 | $1.44M | Buy |
18,697
+3,989
| +27% | +$307K | 1.05% | 31 |
|
|
2018
Q3 | $1.14M | Sell |
14,708
-223
| -1% | -$17.2K | 0.78% | 40 |
|
|
2018
Q2 | $1.01M | Sell |
14,931
-228
| -2% | -$15.4K | 0.76% | 42 |
|
|
2018
Q1 | $1.1M | Sell |
15,159
-2,790
| -16% | -$203K | 0.88% | 38 |
|
|
2017
Q4 | $1.35M | Hold |
17,949
| – | – | 1.03% | 33 |
|
|
2017
Q3 | $1.38M | Hold |
17,949
| – | – | 1.13% | 32 |
|
|
2017
Q2 | $1.34M | Sell |
17,949
-558
| -3% | -$41.7K | 1.14% | 32 |
|
|
2017
Q1 | $1.23M | Buy |
18,507
+1,898
| +11% | +$126K | 1.06% | 33 |
|
|
2016
Q4 | $1.23M | Sell |
16,609
-1,284
| -7% | -$95.4K | 1.01% | 34 |
|
|
2016
Q3 | $1.27M | Buy |
17,893
+1,228
| +7% | +$86.8K | 1.05% | 33 |
|
|
2016
Q2 | $1.23M | Buy |
16,665
+893
| +6% | +$66K | 1.08% | 31 |
|
|
2016
Q1 | $1.02M | Buy |
15,772
+3,775
| +31% | +$245K | 0.93% | 36 |
|
|
2015
Q4 | $925K | Buy |
+11,997
| New | +$925K | 0.85% | 37 |
|