Semmax Financial 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 | $1.34M | Sell |
11,480
-281
| -2% | -$32.8K | 0.35% | 82 |
|
|
2025
Q1 | $1.28M | Buy |
11,761
+22
| +0.2% | +$2.39K | 0.35% | 84 |
|
|
2024
Q4 | $1.26M | Buy |
11,739
+655
| +6% | +$70.6K | 0.34% | 81 |
|
|
2024
Q3 | $1.16M | Sell |
11,084
-154
| -1% | -$16.2K | 0.32% | 83 |
|
|
2024
Q2 | $1.26M | Buy |
11,238
+432
| +4% | +$48.6K | 0.38% | 75 |
|
|
2024
Q1 | $1.11M | Buy |
10,806
+1,554
| +17% | +$159K | 0.36% | 72 |
|
|
2023
Q4 | $916K | Buy |
9,252
+523
| +6% | +$51.8K | 0.33% | 71 |
|
|
2023
Q3 | $821K | Buy |
+8,729
| New | +$821K | 0.33% | 66 |
|
|
2022
Q4 | $716K | Sell |
7,752
-432
| -5% | -$39.9K | 0.29% | 63 |
|
|
2022
Q3 | $670K | Sell |
8,184
-543
| -6% | -$44.5K | 0.28% | 64 |
|
|
2022
Q2 | $763K | Sell |
8,727
-646
| -7% | -$56.5K | 0.31% | 68 |
|
|
2022
Q1 | $823K | Sell |
9,373
-1,474
| -14% | -$129K | 0.32% | 75 |
|
|
2021
Q4 | $949K | Sell |
10,847
-2,974
| -22% | -$260K | 0.35% | 77 |
|
|
2021
Q3 | $1.13M | Sell |
13,821
-881
| -6% | -$72K | 0.39% | 76 |
|
|
2021
Q2 | $1.34M | Sell |
14,702
-1,057
| -7% | -$96.4K | 0.43% | 73 |
|
|
2021
Q1 | $1.35M | Buy |
15,759
+1,422
| +10% | +$122K | 0.48% | 71 |
|
|
2020
Q4 | $1.35M | Buy |
14,337
+2,418
| +20% | +$228K | 0.56% | 61 |
|
|
2020
Q3 | $1.04M | Buy |
11,919
+827
| +7% | +$71.9K | 0.49% | 66 |
|
|
2020
Q2 | $969K | Buy |
11,092
+1,905
| +21% | +$166K | 0.51% | 61 |
|
|
2020
Q1 | $757K | Buy |
9,187
+2,984
| +48% | +$246K | 0.48% | 62 |
|
|
2019
Q4 | $587K | Buy |
6,203
+494
| +9% | +$46.7K | 0.32% | 64 |
|
|
2019
Q3 | $496K | Buy |
5,709
+872
| +18% | +$75.8K | 0.3% | 65 |
|
|
2019
Q2 | $442K | Buy |
4,837
+1,977
| +69% | +$181K | 0.29% | 67 |
|
|
2019
Q1 | $246K | Buy |
2,860
+1,178
| +70% | +$101K | 0.17% | 115 |
|
|
2018
Q4 | $129K | Buy |
+1,682
| New | +$129K | 0.1% | 135 |
|