Smart Money Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
9,561
+1,167
| +14% | +$141K | 0.36% | 29 |
|
|
2025
Q1 | $936K | Sell |
8,394
-750
| -8% | -$83.6K | 0.32% | 39 |
|
|
2024
Q4 | $890K | Buy |
9,144
+606
| +7% | +$59K | 0.31% | 52 |
|
|
2024
Q3 | $925K | Buy |
8,538
+541
| +7% | +$58.6K | 0.33% | 50 |
|
|
2024
Q2 | $891K | Buy |
7,997
+733
| +10% | +$81.7K | 0.32% | 47 |
|
|
2024
Q1 | $706K | Buy |
7,264
+1,459
| +25% | +$142K | 0.27% | 51 |
|
|
2023
Q4 | $586K | Buy |
5,805
+239
| +4% | +$24.1K | 0.26% | 46 |
|
|
2023
Q3 | $567K | Buy |
5,566
+630
| +13% | +$64.2K | 0.27% | 44 |
|
|
2023
Q2 | $498K | Buy |
4,936
+596
| +14% | +$60.1K | 0.24% | 42 |
|
|
2023
Q1 | $445K | Buy |
4,340
+177
| +4% | +$18.2K | 0.22% | 37 |
|
|
2022
Q4 | $378K | Buy |
4,163
+289
| +7% | +$26.2K | 0.2% | 39 |
|
|
2022
Q3 | $294K | Hold |
3,874
| – | – | 0.2% | 37 |
|
|
2022
Q2 | $327K | Buy |
3,874
+275
| +8% | +$23.2K | 0.23% | 42 |
|
|
2022
Q1 | $316K | Buy |
3,599
+88
| +3% | +$7.73K | 0.21% | 48 |
|
|
2021
Q4 | $307K | Buy |
3,511
+197
| +6% | +$17.2K | 0.2% | 58 |
|
|
2021
Q3 | $271K | Buy |
3,314
+101
| +3% | +$8.26K | 0.2% | 57 |
|
|
2021
Q2 | $281K | Sell |
3,213
-78
| -2% | -$6.82K | 0.32% | 40 |
|
|
2021
Q1 | $281K | Buy |
3,291
+78
| +2% | +$6.66K | 0.23% | 55 |
|
|
2020
Q4 | $303K | Sell |
3,213
-16
| -0.5% | -$1.51K | 0.26% | 44 |
|
|
2020
Q3 | $280K | Hold |
3,229
| – | – | 0.12% | 84 |
|
|
2020
Q2 | $282K | Buy |
3,229
+23
| +0.7% | +$2.01K | 0.17% | 70 |
|
|
2020
Q1 | $264K | Buy |
3,206
+84
| +3% | +$6.92K | 0.19% | 71 |
|
|
2019
Q4 | $295K | Buy |
3,122
+2
| +0.1% | +$189 | 0.17% | 68 |
|
|
2019
Q3 | $271K | Buy |
3,120
+360
| +13% | +$31.3K | 0.22% | 57 |
|
|
2019
Q2 | $252K | Sell |
2,760
-568
| -17% | -$51.9K | 0.21% | 57 |
|
|
2019
Q1 | $287K | Buy |
3,328
+66
| +2% | +$5.69K | 0.25% | 56 |
|
|
2018
Q4 | $251K | Hold |
3,262
| – | – | 0.26% | 53 |
|
|
2018
Q3 | $252K | Hold |
3,262
| – | – | 0.23% | 52 |
|
|
2018
Q2 | $221K | Buy |
3,262
+97
| +3% | +$6.57K | 0.2% | 54 |
|
|
2018
Q1 | $229K | Buy |
3,165
+20
| +0.6% | +$1.45K | 0.23% | 49 |
|
|
2017
Q4 | $237K | Buy |
+3,145
| New | +$237K | 0.37% | 35 |
|