Sittner & Nelson’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
8,417
-112
| -1% | -$13.6K | 0.41% | 49 |
|
|
2025
Q1 | $951K | Hold |
8,529
| – | – | 0.41% | 45 |
|
|
2024
Q4 | $830K | Hold |
8,529
| – | – | 0.36% | 48 |
|
|
2024
Q3 | $981K | Sell |
8,529
-240
| -3% | -$27.6K | 0.44% | 42 |
|
|
2024
Q2 | $934K | Sell |
8,769
-276
| -3% | -$29.4K | 0.46% | 43 |
|
|
2024
Q1 | $875K | Buy |
9,045
+43
| +0.5% | +$4.16K | 0.44% | 43 |
|
|
2023
Q4 | $909K | Sell |
9,002
-513
| -5% | -$51.8K | 0.49% | 40 |
|
|
2023
Q3 | $969K | Sell |
9,515
-200
| -2% | -$20.4K | 0.56% | 36 |
|
|
2023
Q2 | $980K | Sell |
9,715
-3,923
| -29% | -$396K | 0.54% | 38 |
|
|
2023
Q1 | $1.25M | Buy |
13,638
+56
| +0.4% | +$5.15K | 0.72% | 35 |
|
|
2022
Q4 | $1.23M | Buy |
13,582
+545
| +4% | +$49.4K | 0.75% | 33 |
|
|
2022
Q3 | $991K | Buy |
13,037
+1,650
| +14% | +$125K | 0.67% | 37 |
|
|
2022
Q2 | $963K | Buy |
11,387
+1,250
| +12% | +$106K | 0.63% | 38 |
|
|
2022
Q1 | $890K | Buy |
10,137
+139
| +1% | +$12.2K | 0.52% | 40 |
|
|
2021
Q4 | $875K | Buy |
9,998
+300
| +3% | +$26.3K | 0.51% | 40 |
|
|
2021
Q3 | $793K | Buy |
9,698
+483
| +5% | +$39.5K | 0.51% | 42 |
|
|
2021
Q2 | $841K | Buy |
9,215
+250
| +3% | +$22.8K | 0.59% | 38 |
|
|
2021
Q1 | $766K | Buy |
8,965
+20
| +0.2% | +$1.71K | 0.57% | 38 |
|
|
2020
Q4 | $845K | Buy |
+8,945
| New | +$845K | 0.76% | 35 |
|