Sound Income Strategies’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
179
+117
| +189% | +$14.2K | ﹤0.01% | 732 |
|
|
2025
Q1 | $6.92K | Sell |
62
-2,134
| -97% | -$238K | ﹤0.01% | 995 |
|
|
2024
Q4 | $214K | Buy |
2,196
+2,166
| +7,220% | +$211K | 0.01% | 238 |
|
|
2024
Q3 | $3.45K | Sell |
30
-147
| -83% | -$16.9K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $18.9K | Hold |
177
| – | – | ﹤0.01% | 640 |
|
|
2024
Q1 | $17.1K | Buy |
177
+36
| +26% | +$3.49K | ﹤0.01% | 631 |
|
|
2023
Q4 | $14.3K | Buy |
141
+111
| +370% | +$11.2K | ﹤0.01% | 659 |
|
|
2023
Q3 | $3.06K | Hold |
30
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $3.03K | Sell |
30
-3
| -9% | -$303 | ﹤0.01% | 830 |
|
|
2023
Q1 | $3.04K | Buy |
+33
| New | +$3.04K | ﹤0.01% | 775 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1004 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 816 |
|
|
2021
Q2 | – | Sell |
-146
| Closed | -$12.5K | – | 980 |
|
|
2021
Q1 | $12.5K | Buy |
146
+10
| +7% | +$855 | ﹤0.01% | 440 |
|
|
2020
Q4 | $13K | Hold |
136
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $12K | Hold |
136
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $12K | Buy |
136
+86
| +172% | +$7.59K | ﹤0.01% | 360 |
|
|
2020
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 496 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 747 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 611 |
|
|
2018
Q3 | $1K | Sell |
11
-308
| -97% | -$28K | ﹤0.01% | 633 |
|
|
2018
Q2 | $22K | Buy |
+319
| New | +$22K | 0.01% | 206 |
|