Stephens Consulting’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35K | Buy |
+69
| New | +$8.35K | ﹤0.01% | 338 |
|
|
2025
Q1 | – | Sell |
-109
| Closed | -$10.6K | – | 1540 |
|
|
2024
Q4 | $10.6K | Hold |
109
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $12.5K | Sell |
109
-23
| -17% | -$2.65K | ﹤0.01% | 310 |
|
|
2024
Q2 | $14.1K | Buy |
+132
| New | +$14.1K | ﹤0.01% | 299 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$50.5K | – | 486 |
|
|
2023
Q4 | $50.5K | Hold |
500
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $50.9K | Hold |
500
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $50.5K | Hold |
500
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $46K | Hold |
500
| – | – | 0.03% | 180 |
|
|
2022
Q4 | $45.4K | Hold |
500
| – | – | 0.03% | 176 |
|
|
2022
Q3 | $38K | Hold |
500
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $42.3K | Hold |
500
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $43.9K | Hold |
500
| – | – | 0.04% | 198 |
|
|
2021
Q4 | $43.7K | Buy |
+500
| New | +$43.7K | 0.04% | 204 |
|