SeaCrest Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
2,027
-206
| -9% | -$24.9K | 0.03% | 509 |
|
|
2025
Q1 | $249K | Sell |
2,233
-38
| -2% | -$4.24K | 0.03% | 551 |
|
|
2024
Q4 | $221K | Buy |
+2,271
| New | +$221K | 0.02% | 594 |
|
|
2024
Q1 | – | Sell |
-2,139
| Closed | -$227K | – | 645 |
|
|
2023
Q4 | $227K | Sell |
2,139
-653
| -23% | -$69.4K | 0.03% | 541 |
|
|
2023
Q3 | $284K | Buy |
2,792
+314
| +13% | +$32K | 0.04% | 476 |
|
|
2023
Q2 | $250K | Sell |
2,478
-235
| -9% | -$23.7K | 0.03% | 516 |
|
|
2023
Q1 | $250K | Buy |
2,713
+334
| +14% | +$30.7K | 0.03% | 519 |
|
|
2022
Q4 | $216K | Buy |
+2,379
| New | +$216K | 0.03% | 538 |
|
|
2022
Q3 | – | Sell |
-2,212
| Closed | -$187K | – | 1197 |
|
|
2022
Q2 | $187K | Buy |
+2,212
| New | +$187K | 0.02% | 630 |
|
|
2021
Q1 | – | Sell |
-2,174
| Closed | -$205K | – | 674 |
|
|
2020
Q4 | $205K | Buy |
+2,174
| New | +$205K | 0.03% | 561 |
|
|
2019
Q2 | – | Sell |
-1,834
| Closed | -$158K | – | 1404 |
|
|
2019
Q1 | $158K | Sell |
1,834
-174
| -9% | -$15K | 0.03% | 541 |
|
|
2018
Q4 | $154K | Buy |
2,008
+76
| +4% | +$5.83K | 0.03% | 505 |
|
|
2018
Q3 | $149K | Hold |
1,932
| – | – | 0.03% | 612 |
|
|
2018
Q2 | $131K | Buy |
1,932
+287
| +17% | +$19.5K | 0.02% | 637 |
|
|
2018
Q1 | $119K | Hold |
1,645
| – | – | 0.02% | 647 |
|
|
2017
Q4 | $124K | Buy |
+1,645
| New | +$124K | 0.02% | 632 |
|