RFG Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,617
| Closed | -$839K | – | 889 |
|
|
2024
Q4 | $839K | Sell |
8,617
-3,350
| -28% | -$326K | 0.02% | 404 |
|
|
2024
Q3 | $1.38M | Buy |
+11,967
| New | +$1.38M | 0.04% | 315 |
|
|
2021
Q1 | – | Sell |
-2,152
| Closed | -$202K | – | 451 |
|
|
2020
Q4 | $202K | Buy |
+2,152
| New | +$202K | 0.03% | 412 |
|
|
2020
Q1 | – | Sell |
-2,321
| Closed | -$220K | – | 390 |
|
|
2019
Q4 | $220K | Buy |
+2,321
| New | +$220K | 0.04% | 329 |
|
|
2018
Q4 | – | Sell |
-2,624
| Closed | -$203K | – | 298 |
|
|
2018
Q3 | $203K | Buy |
+2,624
| New | +$203K | 0.05% | 282 |
|
|
2018
Q2 | – | Sell |
-3,171
| Closed | -$230K | – | 237 |
|
|
2018
Q1 | $230K | Buy |
3,171
+335
| +12% | +$24.3K | 0.09% | 172 |
|
|
2017
Q4 | $219K | Sell |
2,836
-71
| -2% | -$5.48K | 0.1% | 169 |
|
|
2017
Q3 | $223K | Sell |
2,907
-737
| -20% | -$56.5K | 0.14% | 148 |
|
|
2017
Q2 | $268K | Buy |
3,644
+196
| +6% | +$14.4K | 0.18% | 108 |
|
|
2017
Q1 | $228K | Buy |
+3,448
| New | +$228K | 0.17% | 122 |
|