Smith Salley Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
3,392
-25
| -0.7% | -$3.03K | 0.02% | 188 |
|
|
2025
Q1 | $381K | Buy |
3,417
+25
| +0.7% | +$2.79K | 0.03% | 189 |
|
|
2024
Q4 | $330K | Sell |
3,392
-44
| -1% | -$4.28K | 0.02% | 203 |
|
|
2024
Q3 | $395K | Hold |
3,436
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $366K | Buy |
3,436
+105
| +3% | +$11.2K | 0.03% | 185 |
|
|
2024
Q1 | $322K | Buy |
3,331
+98
| +3% | +$9.48K | 0.03% | 193 |
|
|
2023
Q4 | $326K | Sell |
3,233
-3
| -0.1% | -$303 | 0.02% | 205 |
|
|
2023
Q3 | $330K | Sell |
3,236
-3
| -0.1% | -$306 | 0.02% | 192 |
|
|
2023
Q2 | $327K | Buy |
3,239
+328
| +11% | +$33.1K | 0.02% | 190 |
|
|
2023
Q1 | $268K | Sell |
2,911
-36
| -1% | -$3.31K | 0.02% | 203 |
|
|
2022
Q4 | $267K | Sell |
2,947
-29,861
| -91% | -$2.71M | 0.02% | 196 |
|
|
2022
Q3 | $2.49M | Buy |
32,808
+170
| +0.5% | +$12.9K | 0.23% | 86 |
|
|
2022
Q2 | $2.76M | Sell |
32,638
-7,131
| -18% | -$603K | 0.24% | 87 |
|
|
2022
Q1 | $3.49M | Buy |
39,769
+934
| +2% | +$82K | 0.26% | 80 |
|
|
2021
Q4 | $3.4M | Sell |
38,835
-1,046
| -3% | -$91.5K | 0.24% | 84 |
|
|
2021
Q3 | $3.26M | Buy |
39,881
+1,693
| +4% | +$138K | 0.26% | 79 |
|
|
2021
Q2 | $3.48M | Buy |
38,188
+572
| +2% | +$52.2K | 0.28% | 76 |
|
|
2021
Q1 | $3.22M | Buy |
37,616
+831
| +2% | +$71K | 0.29% | 76 |
|
|
2020
Q4 | $3.47M | Sell |
36,785
-261
| -0.7% | -$24.6K | 0.35% | 66 |
|
|
2020
Q3 | $3.22M | Buy |
37,046
+235
| +0.6% | +$20.4K | 0.39% | 64 |
|
|
2020
Q2 | $3.22M | Buy |
36,811
+1,938
| +6% | +$169K | 0.43% | 64 |
|
|
2020
Q1 | $2.88M | Sell |
34,873
-1,247
| -3% | -$103K | 0.48% | 59 |
|
|
2019
Q4 | $3.42M | Buy |
36,120
+183
| +0.5% | +$17.3K | 0.45% | 64 |
|
|
2019
Q3 | $3.12M | Buy |
35,937
+2,055
| +6% | +$179K | 0.44% | 66 |
|
|
2019
Q2 | $3.09M | Sell |
33,882
-5,901
| -15% | -$539K | 0.47% | 65 |
|
|
2019
Q1 | $3.43M | Buy |
39,783
+928
| +2% | +$79.9K | 0.55% | 60 |
|
|
2018
Q4 | $2.99M | Sell |
38,855
-1,146
| -3% | -$88.1K | 0.55% | 61 |
|
|
2018
Q3 | $3.09M | Sell |
40,001
-2,288
| -5% | -$177K | 0.49% | 65 |
|
|
2018
Q2 | $2.86M | Buy |
42,289
+756
| +2% | +$51.2K | 0.49% | 65 |
|
|
2018
Q1 | $3.01M | Buy |
41,533
+549
| +1% | +$39.8K | 0.54% | 66 |
|
|
2017
Q4 | $3.08M | Buy |
40,984
+841
| +2% | +$63.3K | 0.55% | 66 |
|
|
2017
Q3 | $3.09M | Sell |
40,143
-133
| -0.3% | -$10.2K | 0.59% | 64 |
|
|
2017
Q2 | $3.01M | Buy |
40,276
+1,190
| +3% | +$89K | 0.61% | 65 |
|
|
2017
Q1 | $2.6M | Buy |
39,086
+1,730
| +5% | +$115K | 0.53% | 69 |
|
|
2016
Q4 | $2.44M | Buy |
37,356
+1,717
| +5% | +$112K | 0.51% | 68 |
|
|
2016
Q3 | $2.52M | Buy |
35,639
+5,266
| +17% | +$373K | 0.56% | 67 |
|
|
2016
Q2 | $2.25M | Buy |
30,373
+5,477
| +22% | +$405K | 0.52% | 65 |
|
|
2016
Q1 | $1.62M | Buy |
24,896
+804
| +3% | +$52.2K | 0.41% | 74 |
|
|
2015
Q4 | $1.86M | Buy |
24,092
+1,511
| +7% | +$116K | 0.46% | 68 |
|
|
2015
Q3 | $1.86M | Buy |
22,581
+710
| +3% | +$58.5K | 0.5% | 65 |
|
|
2015
Q2 | $1.93M | Buy |
21,871
+3,235
| +17% | +$285K | 0.49% | 64 |
|
|
2015
Q1 | $1.65M | Buy |
18,636
+3,501
| +23% | +$309K | 0.42% | 74 |
|
|
2014
Q4 | $1.26M | Buy |
15,135
+1,682
| +13% | +$140K | 0.33% | 86 |
|
|
2014
Q3 | $1.14M | Buy |
13,453
+2,584
| +24% | +$218K | 0.3% | 98 |
|
|
2014
Q2 | $881K | Buy |
10,869
+4,192
| +63% | +$340K | 0.24% | 109 |
|
|
2014
Q1 | $509K | Buy |
6,677
+1,984
| +42% | +$151K | 0.32% | 68 |
|
|
2013
Q4 | $338K | Buy |
+4,693
| New | +$338K | 0.22% | 74 |
|