PSI Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-121
| Closed | -$13.5K | – | 485 |
|
|
2025
Q1 | $13.5K | Hold |
121
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $11.8K | Hold |
121
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $13.9K | Hold |
121
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $12.9K | Sell |
121
-42
| -26% | -$4.47K | ﹤0.01% | 471 |
|
|
2024
Q1 | $15.8K | Hold |
163
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $16.5K | Hold |
163
| – | – | 0.01% | 445 |
|
|
2023
Q3 | $16.6K | Buy |
163
+42
| +35% | +$4.28K | 0.01% | 424 |
|
|
2023
Q2 | $12.2K | Hold |
121
| – | – | 0.01% | 463 |
|
|
2023
Q1 | $11.1K | Hold |
121
| – | – | 0.01% | 416 |
|
|
2022
Q4 | $11K | Sell |
121
-102
| -46% | -$9.25K | 0.01% | 415 |
|
|
2022
Q3 | $17K | Sell |
223
-260
| -54% | -$19.8K | 0.01% | 350 |
|
|
2022
Q2 | $41K | Buy |
483
+2
| +0.4% | +$170 | 0.02% | 279 |
|
|
2022
Q1 | $42K | Buy |
481
+6
| +1% | +$524 | 0.02% | 284 |
|
|
2021
Q4 | $42K | Buy |
475
+121
| +34% | +$10.7K | 0.02% | 297 |
|
|
2021
Q3 | $29K | Buy |
+354
| New | +$29K | 0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-338
| Closed | -$32K | – | 431 |
|
|
2019
Q4 | $32K | Buy |
+338
| New | +$32K | 0.02% | 313 |
|