Sigma Planning Corp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
5,157
+282
| +6% | +$34.1K | 0.02% | 690 |
|
|
2025
Q1 | $547K | Buy |
4,875
+657
| +16% | +$73.8K | 0.02% | 697 |
|
|
2024
Q4 | $410K | Sell |
4,218
-1,012
| -19% | -$98.5K | 0.01% | 817 |
|
|
2024
Q3 | $602K | Sell |
5,230
-288
| -5% | -$33.1K | 0.02% | 679 |
|
|
2024
Q2 | $587K | Sell |
5,518
-390
| -7% | -$41.5K | 0.02% | 663 |
|
|
2024
Q1 | $572K | Buy |
5,908
+3,546
| +150% | +$343K | 0.02% | 714 |
|
|
2023
Q4 | $238K | Sell |
2,362
-4,754
| -67% | -$480K | 0.02% | 708 |
|
|
2023
Q3 | $725K | Sell |
7,116
-21
| -0.3% | -$2.14K | 0.03% | 567 |
|
|
2023
Q2 | $720K | Sell |
7,137
-589
| -8% | -$59.4K | 0.03% | 585 |
|
|
2023
Q1 | $711K | Buy |
7,726
+1,283
| +20% | +$118K | 0.02% | 654 |
|
|
2022
Q4 | $585K | Sell |
6,443
-4,660
| -42% | -$423K | 0.02% | 700 |
|
|
2022
Q3 | $844K | Buy |
11,103
+37
| +0.3% | +$2.81K | 0.03% | 516 |
|
|
2022
Q2 | $935K | Buy |
11,066
+5,126
| +86% | +$433K | 0.03% | 486 |
|
|
2022
Q1 | $521K | Sell |
5,940
-1,710
| -22% | -$150K | 0.02% | 822 |
|
|
2021
Q4 | $669K | Sell |
7,650
-4,132
| -35% | -$361K | 0.02% | 707 |
|
|
2021
Q3 | $964K | Buy |
11,782
+250
| +2% | +$20.5K | 0.03% | 549 |
|
|
2021
Q2 | $1.05M | Sell |
11,532
-331
| -3% | -$30.2K | 0.03% | 533 |
|
|
2021
Q1 | $1.01M | Buy |
11,863
+835
| +8% | +$71.4K | 0.03% | 493 |
|
|
2020
Q4 | $1.04M | Sell |
11,028
-552
| -5% | -$52.1K | 0.04% | 417 |
|
|
2020
Q3 | $1.01M | Sell |
11,580
-174
| -1% | -$15.1K | 0.04% | 394 |
|
|
2020
Q2 | $1.03M | Buy |
11,754
+4,817
| +69% | +$421K | 0.05% | 384 |
|
|
2020
Q1 | $572K | Sell |
6,937
-5,643
| -45% | -$465K | 0.03% | 448 |
|
|
2019
Q4 | $1.19M | Buy |
12,580
+748
| +6% | +$70.8K | 0.05% | 358 |
|
|
2019
Q3 | $1.03M | Sell |
11,832
-187
| -2% | -$16.2K | 0.05% | 360 |
|
|
2019
Q2 | $1.1M | Buy |
12,019
+900
| +8% | +$82.2K | 0.06% | 328 |
|
|
2019
Q1 | $958K | Sell |
11,119
-608
| -5% | -$52.4K | 0.05% | 324 |
|
|
2018
Q4 | $902K | Buy |
11,727
+3,849
| +49% | +$296K | 0.07% | 277 |
|
|
2018
Q3 | $608K | Sell |
7,878
-177
| -2% | -$13.7K | 0.04% | 423 |
|
|
2018
Q2 | $545K | Buy |
8,055
+243
| +3% | +$16.4K | 0.04% | 429 |
|
|
2018
Q1 | $566K | Buy |
7,812
+402
| +5% | +$29.1K | 0.04% | 409 |
|
|
2017
Q4 | $558K | Buy |
7,410
+390
| +6% | +$29.4K | 0.04% | 404 |
|
|
2017
Q3 | $540K | Buy |
7,020
+298
| +4% | +$22.9K | 0.04% | 400 |
|
|
2017
Q2 | $503K | Sell |
6,722
-473
| -7% | -$35.4K | 0.05% | 408 |
|
|
2017
Q1 | $479K | Buy |
7,195
+368
| +5% | +$24.5K | 0.05% | 411 |
|
|
2016
Q4 | $446K | Sell |
6,827
-350
| -5% | -$22.9K | 0.05% | 378 |
|
|
2016
Q3 | $508K | Sell |
7,177
-127
| -2% | -$8.99K | 0.06% | 332 |
|
|
2016
Q2 | $540K | Buy |
7,304
+66
| +0.9% | +$4.88K | 0.07% | 301 |
|
|
2016
Q1 | $470K | Sell |
7,238
-1,323
| -15% | -$85.9K | 0.06% | 331 |
|
|
2015
Q4 | $660K | Sell |
8,561
-938
| -10% | -$72.3K | 0.09% | 244 |
|
|
2015
Q3 | $782K | Buy |
9,499
+1,015
| +12% | +$83.6K | 0.12% | 201 |
|
|
2015
Q2 | $748K | Buy |
8,484
+364
| +4% | +$32.1K | 0.1% | 237 |
|
|
2015
Q1 | $717K | Sell |
8,120
-3,981
| -33% | -$352K | 0.1% | 253 |
|
|
2014
Q4 | $1.01M | Buy |
+12,101
| New | +$1.01M | 0.13% | 182 |
|