Sowell Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
6,687
+206
| +3% | +$24.9K | 0.03% | 471 |
|
|
2025
Q1 | $722K | Buy |
+6,481
| New | +$722K | 0.03% | 488 |
|
|
2024
Q4 | – | Sell |
-10,386
| Closed | -$1.2M | – | 575 |
|
|
2024
Q3 | $1.2M | Buy |
+10,386
| New | +$1.2M | 0.06% | 317 |
|
|
2023
Q2 | – | Sell |
-2,606
| Closed | -$240K | – | 744 |
|
|
2023
Q1 | $240K | Buy |
+2,606
| New | +$240K | 0.02% | 639 |
|
|
2021
Q2 | – | Sell |
-3,913
| Closed | -$342K | – | 1999 |
|
|
2021
Q1 | $342K | Sell |
3,913
-266
| -6% | -$23.2K | 0.01% | 786 |
|
|
2020
Q4 | $395K | Buy |
4,179
+23
| +0.6% | +$2.17K | 0.02% | 598 |
|
|
2020
Q3 | $361K | Sell |
4,156
-67
| -2% | -$5.82K | 0.02% | 557 |
|
|
2020
Q2 | $369K | Buy |
4,223
+192
| +5% | +$16.8K | 0.02% | 541 |
|
|
2020
Q1 | $332K | Sell |
4,031
-407
| -9% | -$33.5K | 0.02% | 514 |
|
|
2019
Q4 | $420K | Buy |
4,438
+129
| +3% | +$12.2K | 0.03% | 500 |
|
|
2019
Q3 | $374K | Buy |
+4,309
| New | +$374K | 0.03% | 478 |
|
|
2019
Q1 | $425K | Buy |
4,937
+115
| +2% | +$9.9K | 0.05% | 369 |
|
|
2018
Q4 | $371K | Buy |
4,822
+388
| +9% | +$29.9K | 0.05% | 336 |
|
|
2018
Q3 | $342K | Buy |
4,434
+318
| +8% | +$24.5K | 0.05% | 253 |
|
|
2018
Q2 | $304K | Buy |
4,116
+164
| +4% | +$12.1K | 0.06% | 223 |
|
|
2018
Q1 | $268K | Sell |
3,952
-240
| -6% | -$16.3K | 0.07% | 227 |
|
|
2017
Q4 | $325K | Buy |
4,192
+369
| +10% | +$28.6K | 0.08% | 201 |
|
|
2017
Q3 | $284K | Buy |
3,823
+75
| +2% | +$5.57K | 0.07% | 205 |
|
|
2017
Q2 | $283K | Hold |
3,748
| – | – | 0.08% | 195 |
|
|
2017
Q1 | $273K | Buy |
3,748
+2,034
| +119% | +$148K | 0.08% | 203 |
|
|
2016
Q4 | $116K | Buy |
+1,714
| New | +$116K | 0.04% | 251 |
|