Principle Wealth 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 | $587K | Buy |
4,847
+600
| +14% | +$72.6K | 0.04% | 218 |
|
|
2025
Q1 | $473K | Hold |
4,247
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $413K | Hold |
4,247
| – | – | 0.03% | 241 |
|
|
2024
Q3 | $488K | Hold |
4,247
| – | – | 0.03% | 227 |
|
|
2024
Q2 | $452K | Hold |
4,247
| – | – | 0.03% | 231 |
|
|
2024
Q1 | $411K | Hold |
4,247
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $429K | Hold |
4,247
| – | – | 0.04% | 222 |
|
|
2023
Q3 | $433K | Hold |
4,247
| – | – | 0.04% | 214 |
|
|
2023
Q2 | $429K | Sell |
4,247
-1,200
| -22% | -$121K | 0.04% | 216 |
|
|
2023
Q1 | $501K | Hold |
5,447
| – | – | 0.05% | 197 |
|
|
2022
Q4 | $494K | Buy |
5,447
+125
| +2% | +$11.3K | 0.06% | 191 |
|
|
2022
Q3 | $405 | Hold |
5,322
| – | – | 0.04% | 206 |
|
|
2022
Q2 | $450K | Sell |
5,322
-730
| -12% | -$61.7K | 0.05% | 202 |
|
|
2022
Q1 | $531K | Hold |
6,052
| – | – | 0.06% | 197 |
|
|
2021
Q4 | $529K | Hold |
6,052
| – | – | 0.06% | 201 |
|
|
2021
Q3 | $495K | Sell |
6,052
-754
| -11% | -$61.7K | 0.06% | 198 |
|
|
2021
Q2 | $621K | Sell |
6,806
-1,200
| -15% | -$109K | 0.07% | 176 |
|
|
2021
Q1 | $684K | Buy |
8,006
+3,702
| +86% | +$316K | 0.08% | 158 |
|
|
2020
Q4 | $406K | Buy |
+4,304
| New | +$406K | 0.05% | 195 |
|
|
2020
Q3 | – | Sell |
-521
| Closed | -$46K | – | 336 |
|
|
2020
Q2 | $46K | Buy |
+521
| New | +$46K | 0.01% | 285 |
|