Standard Family Office’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-144
| Closed | -$14K | – | 44 |
|
|
2024
Q4 | $14K | Sell |
144
-192
| -57% | -$18.7K | 0.02% | 41 |
|
|
2024
Q3 | $38.6K | Hold |
336
| – | – | 0.05% | 39 |
|
|
2024
Q2 | $35.8K | Hold |
336
| – | – | 0.05% | 40 |
|
|
2024
Q1 | $32.5K | Buy |
+336
| New | +$32.5K | 0.04% | 42 |
|
|
2022
Q4 | – | Sell |
-425
| Closed | -$32K | – | 310 |
|
|
2022
Q3 | $32K | Hold |
425
| – | – | 0.01% | 171 |
|
|
2022
Q2 | $36K | Buy |
+425
| New | +$36K | 0.36% | 66 |
|
|
2022
Q1 | – | Sell |
-1,047
| Closed | -$92K | – | 188 |
|
|
2021
Q4 | $92K | Buy |
+1,047
| New | +$92K | 0.82% | 37 |
|
|
2021
Q2 | – | Sell |
-3,279
| Closed | -$280K | – | 613 |
|
|
2021
Q1 | $280K | Buy |
3,279
+819
| +33% | +$69.9K | 0.07% | 100 |
|
|
2020
Q4 | $232K | Buy |
+2,460
| New | +$232K | 0.06% | 110 |
|