SimplyRich’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Hold	17,776	–	–	0.6%	37
2025 Q1	$1.98M	Buy	17,776 +1,884	+12%	+$210K	0.57%	40
2024 Q4	$1.55M	Sell	15,892 -1,012	-6%	-$98.4K	0.44%	57
2024 Q3	$1.94M	Buy	16,904 +1,850	+12%	+$213K	0.54%	38
2024 Q2	$1.6M	Sell	15,054 -1,089	-7%	-$116K	0.51%	45
2024 Q1	$1.56M	Buy	16,143 +66	+0.4%	+$6.39K	0.5%	49
2023 Q4	$1.62M	Hold	16,077	–	–	0.56%	40
2023 Q3	$1.64M	Hold	16,077	–	–	0.79%	33
2023 Q2	$1.62M	Hold	16,077	–	–	0.58%	38
2023 Q1	$1.48M	Sell	16,077 -338	-2%	-$31.1K	0.56%	42
2022 Q4	$1.49M	Sell	16,415 -894	-5%	-$81.1K	0.59%	41
2022 Q3	$1.32M	Sell	17,309 -1,000	-5%	-$76K	0.59%	40
2022 Q2	$1.55M	Buy	18,309 +866	+5%	+$73.2K	0.64%	35
2022 Q1	$1.53M	Buy	17,443 +1,062	+6%	+$93.2K	0.54%	45
2021 Q4	$1.43M	Sell	16,381 -169	-1%	-$14.8K	0.48%	52
2021 Q3	$1.35M	Sell	16,550 -53	-0.3%	-$4.33K	0.49%	53
2021 Q2	$1.51M	Hold	16,603	–	–	0.7%	45
2021 Q1	$1.42M	Buy	16,603 +119	+0.7%	+$10.2K	0.56%	51
2020 Q4	$1.56M	Sell	16,484 -124	-0.7%	-$11.7K	0.7%	39
2020 Q3	$1.44M	Hold	16,608	–	–	0.72%	36
2020 Q2	$1.45M	Buy	16,608 +457	+3%	+$39.9K	0.8%	32
2020 Q1	$1.32M	Sell	16,151 -638	-4%	-$52.3K	0.88%	29
2019 Q4	$1.59M	Buy	16,789 +65	+0.4%	+$6.14K	0.8%	31
2019 Q3	$1.46M	Buy	16,724 +187	+1%	+$16.3K	0.8%	32
2019 Q2	$1.51M	Sell	16,537 -1,918	-10%	-$175K	0.83%	31
2019 Q1	$1.59M	Hold	18,455	–	–	1.29%	23
2018 Q4	$1.41M	Hold	18,455	–	–	1.3%	23
2018 Q3	$1.43M	Hold	18,455	–	–	0.78%	36
2018 Q2	$1.25M	Hold	18,455	–	–	0.72%	41
2018 Q1	$1.34M	Hold	18,455	–	–	0.75%	36
2017 Q4	$1.39M	Buy	+18,455	New	+$1.39M	0.78%	35