Simon Quick 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 | $914K | Buy |
7,553
+1,821
| +32% | +$220K | 0.04% | 270 |
|
|
2025
Q1 | $639K | Buy |
5,732
+1,475
| +35% | +$164K | 0.04% | 245 |
|
|
2024
Q4 | $414K | Buy |
4,257
+67
| +2% | +$6.52K | 0.02% | 282 |
|
|
2024
Q3 | $482K | Buy |
+4,190
| New | +$482K | 0.03% | 245 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$26K | – | 515 |
|
|
2020
Q3 | $26K | Buy |
+300
| New | +$26K | 0.01% | 284 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$12K | – | 638 |
|
|
2019
Q4 | $12K | Buy |
+128
| New | +$12K | ﹤0.01% | 379 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$6.85K | – | 474 |
|
|
2019
Q2 | $6.85K | Buy |
+75
| New | +$6.85K | ﹤0.01% | 254 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$4K | – | 357 |
|
|
2018
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 314 |
|
|
2018
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 282 |
|
|
2017
Q4 | $4K | Sell |
46
-1,735
| -97% | -$151K | ﹤0.01% | 376 |
|
|
2017
Q3 | $137K | Hold |
1,781
| – | – | 0.05% | 162 |
|
|
2017
Q2 | $133K | Hold |
1,781
| – | – | 0.08% | 80 |
|
|
2017
Q1 | $119K | Buy |
+1,781
| New | +$119K | 0.07% | 109 |
|