Prospera 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 | $3.21M | Buy |
26,483
+4,598
| +21% | +$557K | 0.06% | 328 |
|
|
2025
Q1 | $2.44M | Buy |
21,885
+4,274
| +24% | +$477K | 0.06% | 347 |
|
|
2024
Q4 | $1.71M | Buy |
17,611
+484
| +3% | +$47.1K | 0.04% | 397 |
|
|
2024
Q3 | $1.97M | Buy |
17,127
+1
| +0% | +$115 | 0.05% | 341 |
|
|
2024
Q2 | $1.82M | Sell |
17,126
-296
| -2% | -$31.5K | 0.05% | 359 |
|
|
2024
Q1 | $1.69M | Buy |
17,422
+71
| +0.4% | +$6.87K | 0.05% | 367 |
|
|
2023
Q4 | $1.75M | Buy |
17,351
+3,812
| +28% | +$385K | 0.06% | 336 |
|
|
2023
Q3 | $1.38M | Buy |
13,539
+458
| +4% | +$46.7K | 0.05% | 350 |
|
|
2023
Q2 | $1.32M | Buy |
13,081
+2,018
| +18% | +$204K | 0.05% | 348 |
|
|
2023
Q1 | $1.02M | Buy |
11,063
+1,704
| +18% | +$157K | 0.04% | 424 |
|
|
2022
Q4 | $849K | Sell |
9,359
-806
| -8% | -$73.1K | 0.04% | 400 |
|
|
2022
Q3 | $774K | Buy |
10,165
+3,035
| +43% | +$231K | 0.04% | 426 |
|
|
2022
Q2 | $604K | Sell |
7,130
-3
| -0% | -$254 | 0.03% | 470 |
|
|
2022
Q1 | $627K | Sell |
7,133
-4,934
| -41% | -$434K | 0.03% | 534 |
|
|
2021
Q4 | $1.06M | Sell |
12,067
-5,206
| -30% | -$456K | 0.05% | 399 |
|
|
2021
Q3 | $1.41M | Buy |
17,273
+292
| +2% | +$23.9K | 0.07% | 312 |
|
|
2021
Q2 | $1.55M | Sell |
16,981
-11,007
| -39% | -$1M | 0.08% | 290 |
|
|
2021
Q1 | $2.39M | Buy |
27,988
+1,535
| +6% | +$131K | 0.14% | 178 |
|
|
2020
Q4 | $2.5M | Buy |
26,453
+26,267
| +14,122% | +$2.48M | 0.17% | 145 |
|
|
2020
Q3 | $16K | Sell |
186
-24,033
| -99% | -$2.07M | 0.01% | 969 |
|
|
2020
Q2 | $2.12M | Buy |
24,219
+1,251
| +5% | +$109K | 0.19% | 139 |
|
|
2020
Q1 | $1.89M | Buy |
22,968
+2,524
| +12% | +$208K | 0.2% | 123 |
|
|
2019
Q4 | $1.94M | Buy |
20,444
+10,968
| +116% | +$1.04M | 0.15% | 173 |
|
|
2019
Q3 | $824K | Sell |
9,476
-853
| -8% | -$74.2K | 0.08% | 206 |
|
|
2019
Q2 | $937K | Sell |
10,329
-2,141
| -17% | -$194K | 0.11% | 167 |
|
|
2019
Q1 | $1.06M | Buy |
12,470
+2,578
| +26% | +$219K | 0.35% | 82 |
|
|
2018
Q4 | $761K | Buy |
9,892
+3,365
| +52% | +$259K | 0.15% | 142 |
|
|
2018
Q3 | $491K | Sell |
6,527
-505
| -7% | -$38K | 0.09% | 215 |
|
|
2018
Q2 | $484K | Sell |
7,032
-528
| -7% | -$36.3K | 0.07% | 239 |
|
|
2018
Q1 | $548K | Sell |
7,560
-489
| -6% | -$35.4K | 0.08% | 223 |
|
|
2017
Q4 | $614K | Sell |
8,049
-492
| -6% | -$37.5K | 0.09% | 184 |
|
|
2017
Q3 | $658K | Sell |
8,541
-33
| -0.4% | -$2.54K | 0.1% | 184 |
|
|
2017
Q2 | $633K | Buy |
+8,574
| New | +$633K | 0.1% | 185 |
|