Quad-Cities Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
2,809
-161
| -5% | -$19.5K | 0.15% | 128 |
|
|
2025
Q1 | $331K | Buy |
2,970
+265
| +10% | +$29.5K | 0.16% | 122 |
|
|
2024
Q4 | $263K | Hold |
2,705
| – | – | 0.13% | 141 |
|
|
2024
Q3 | $311K | Sell |
2,705
-441
| -14% | -$50.7K | 0.16% | 131 |
|
|
2024
Q2 | $335K | Hold |
3,146
| – | – | 0.19% | 118 |
|
|
2024
Q1 | $304K | Hold |
3,146
| – | – | 0.18% | 123 |
|
|
2023
Q4 | $337K | Hold |
3,146
| – | – | 0.21% | 110 |
|
|
2023
Q3 | $320K | Hold |
3,146
| – | – | 0.22% | 115 |
|
|
2023
Q2 | $317K | Hold |
3,146
| – | – | 0.21% | 121 |
|
|
2023
Q1 | $289K | Buy |
3,146
+58
| +2% | +$5.34K | 0.2% | 122 |
|
|
2022
Q4 | $280K | Sell |
3,088
-19
| -0.6% | -$1.72K | 0.21% | 123 |
|
|
2022
Q3 | $236K | Buy |
+3,107
| New | +$236K | 0.18% | 134 |
|
|
2022
Q2 | – | Sell |
-2,336
| Closed | -$205K | – | 184 |
|
|
2022
Q1 | $205K | Hold |
2,336
| – | – | 0.13% | 165 |
|
|
2021
Q4 | $204K | Buy |
+2,336
| New | +$204K | 0.13% | 174 |
|
|
2019
Q4 | – | Sell |
-1,662
| Closed | -$144K | – | 525 |
|
|
2019
Q3 | $144K | Sell |
1,662
-230
| -12% | -$19.9K | 0.12% | 179 |
|
|
2019
Q2 | $173K | Sell |
1,892
-150
| -7% | -$13.7K | 0.15% | 147 |
|
|
2019
Q1 | $176K | Hold |
2,042
| – | – | 0.16% | 139 |
|
|
2018
Q4 | $158K | Hold |
2,042
| – | – | 0.16% | 134 |
|
|
2018
Q3 | $158K | Hold |
2,042
| – | – | 0.14% | 161 |
|
|
2018
Q2 | $139K | Buy |
+2,042
| New | +$139K | 0.13% | 166 |
|