Spire 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 | $177K | Sell |
1,465
-1,567
| -52% | -$190K | 0.01% | 799 |
|
|
2025
Q1 | $338K | Buy |
3,032
+446
| +17% | +$49.7K | 0.01% | 683 |
|
|
2024
Q4 | $252K | Buy |
2,586
+13
| +0.5% | +$1.27K | 0.01% | 754 |
|
|
2024
Q3 | $296K | Sell |
2,573
-180
| -7% | -$20.7K | 0.01% | 642 |
|
|
2024
Q2 | $293K | Sell |
2,753
-831
| -23% | -$88.5K | 0.01% | 625 |
|
|
2024
Q1 | $347K | Sell |
3,584
-173
| -5% | -$16.7K | 0.01% | 624 |
|
|
2023
Q4 | $407K | Sell |
3,757
-15
| -0.4% | -$1.62K | 0.01% | 563 |
|
|
2023
Q3 | $384K | Buy |
3,772
+272
| +8% | +$27.7K | 0.01% | 536 |
|
|
2023
Q2 | $353K | Sell |
3,500
-569
| -14% | -$57.4K | 0.01% | 575 |
|
|
2023
Q1 | $374K | Buy |
4,069
+926
| +29% | +$85.2K | 0.01% | 562 |
|
|
2022
Q4 | $285K | Buy |
3,143
+210
| +7% | +$19K | 0.02% | 472 |
|
|
2022
Q3 | $223K | Sell |
2,933
-1,766
| -38% | -$134K | 0.01% | 501 |
|
|
2022
Q2 | $397K | Sell |
4,699
-2,820
| -38% | -$238K | 0.02% | 546 |
|
|
2022
Q1 | $660K | Sell |
7,519
-3,235
| -30% | -$284K | 0.02% | 494 |
|
|
2021
Q4 | $941K | Buy |
10,754
+5,186
| +93% | +$454K | 0.02% | 486 |
|
|
2021
Q3 | $455K | Buy |
5,568
+100
| +2% | +$8.17K | 0.01% | 618 |
|
|
2021
Q2 | $499K | Sell |
5,468
-3,412
| -38% | -$311K | 0.01% | 608 |
|
|
2021
Q1 | $766K | Buy |
+8,880
| New | +$766K | 0.02% | 528 |
|