Sequoia 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 | $4.59M | Buy |
37,963
+5,186
| +16% | +$628K | 0.03% | 292 |
|
|
2025
Q1 | $3.65M | Buy |
32,777
+5,135
| +19% | +$572K | 0.03% | 317 |
|
|
2024
Q4 | $2.69M | Buy |
27,642
+523
| +2% | +$50.9K | 0.03% | 352 |
|
|
2024
Q3 | $3.12M | Sell |
27,119
-18
| -0.1% | -$2.07K | 0.03% | 283 |
|
|
2024
Q2 | $2.89M | Buy |
27,137
+1,826
| +7% | +$194K | 0.03% | 262 |
|
|
2024
Q1 | $2.45M | Sell |
25,311
-13,796
| -35% | -$1.33M | 0.03% | 294 |
|
|
2023
Q4 | $3.95M | Buy |
39,107
+18,242
| +87% | +$1.84M | 0.05% | 241 |
|
|
2023
Q3 | $2.13M | Buy |
20,865
+1,082
| +5% | +$110K | 0.04% | 223 |
|
|
2023
Q2 | $2M | Buy |
19,783
+7,895
| +66% | +$797K | 0.03% | 236 |
|
|
2023
Q1 | $1.09M | Buy |
11,888
+1,790
| +18% | +$165K | 0.02% | 298 |
|
|
2022
Q4 | $916K | Buy |
10,098
+2,264
| +29% | +$205K | 0.02% | 304 |
|
|
2022
Q3 | $595K | Sell |
7,834
-4,568
| -37% | -$347K | 0.02% | 270 |
|
|
2022
Q2 | $1.05M | Buy |
12,402
+1,406
| +13% | +$119K | 0.03% | 226 |
|
|
2022
Q1 | $965K | Buy |
10,996
+3,272
| +42% | +$287K | 0.02% | 261 |
|
|
2021
Q4 | $676K | Buy |
7,724
+4,894
| +173% | +$428K | 0.02% | 276 |
|
|
2021
Q3 | $231K | Sell |
2,830
-2,693
| -49% | -$220K | 0.02% | 232 |
|
|
2021
Q2 | $504K | Buy |
5,523
+84
| +2% | +$7.67K | 0.02% | 280 |
|
|
2021
Q1 | $465K | Hold |
5,439
| – | – | 0.02% | 267 |
|
|
2020
Q4 | $514K | Buy |
5,439
+219
| +4% | +$20.7K | 0.02% | 244 |
|
|
2020
Q3 | $454K | Sell |
5,220
-451
| -8% | -$39.2K | 0.02% | 239 |
|
|
2020
Q2 | $495K | Buy |
5,671
+1,061
| +23% | +$92.6K | 0.03% | 216 |
|
|
2020
Q1 | $380K | Sell |
4,610
-134
| -3% | -$11K | 0.03% | 226 |
|
|
2019
Q4 | $449K | Buy |
4,744
+327
| +7% | +$30.9K | 0.03% | 235 |
|
|
2019
Q3 | $384K | Buy |
4,417
+84
| +2% | +$7.3K | 0.03% | 233 |
|
|
2019
Q2 | $396K | Sell |
4,333
-421
| -9% | -$38.5K | 0.03% | 232 |
|
|
2019
Q1 | $410K | Buy |
4,754
+1,919
| +68% | +$166K | 0.03% | 219 |
|
|
2018
Q4 | $218K | Buy |
2,835
+111
| +4% | +$8.54K | 0.03% | 258 |
|
|
2018
Q3 | $210K | Buy |
+2,724
| New | +$210K | 0.02% | 294 |
|
|
2018
Q2 | – | Sell |
-3,051
| Closed | -$221K | – | 319 |
|
|
2018
Q1 | $221K | Buy |
3,051
+322
| +12% | +$23.3K | 0.02% | 270 |
|
|
2017
Q4 | $205K | Buy |
2,729
+91
| +3% | +$6.84K | 0.02% | 284 |
|
|
2017
Q3 | $203K | Buy |
+2,638
| New | +$203K | 0.02% | 269 |
|
|
2016
Q1 | – | Sell |
-2,633
| Closed | -$203K | – | 212 |
|
|
2015
Q4 | $203K | Buy |
2,633
+148
| +6% | +$11.4K | 0.08% | 162 |
|
|
2015
Q3 | $205K | Buy |
2,485
+101
| +4% | +$8.33K | 0.09% | 159 |
|
|
2015
Q2 | $210K | Buy |
+2,384
| New | +$210K | 0.09% | 176 |
|