Stokes 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 |
-4,484
| Closed | -$436K | – | 249 |
|
|
2024
Q4 | $436K | Buy |
+4,484
| New | +$436K | 0.05% | 172 |
|
|
2023
Q4 | – | Sell |
-6,452
| Closed | -$657K | – | 297 |
|
|
2023
Q3 | $657K | Buy |
6,452
+1,464
| +29% | +$149K | 0.08% | 165 |
|
|
2023
Q2 | $503K | Buy |
4,988
+1,072
| +27% | +$108K | 0.06% | 173 |
|
|
2023
Q1 | $360K | Sell |
3,916
-1,244
| -24% | -$114K | 0.04% | 203 |
|
|
2022
Q4 | $468K | Buy |
5,160
+1,247
| +32% | +$113K | 0.06% | 170 |
|
|
2022
Q3 | $297K | Sell |
3,913
-1,248
| -24% | -$94.7K | 0.04% | 208 |
|
|
2022
Q2 | $436K | Buy |
5,161
+1,337
| +35% | +$113K | 0.06% | 172 |
|
|
2022
Q1 | $336K | Buy |
3,824
+1,371
| +56% | +$120K | 0.04% | 197 |
|
|
2021
Q4 | $215K | Buy |
+2,453
| New | +$215K | 0.03% | 231 |
|
|
2021
Q3 | – | Sell |
-3,285
| Closed | -$300K | – | 234 |
|
|
2021
Q2 | $300K | Buy |
3,285
+156
| +5% | +$14.2K | 0.04% | 176 |
|
|
2021
Q1 | $267K | Buy |
3,129
+541
| +21% | +$46.2K | 0.04% | 172 |
|
|
2020
Q4 | $244K | Buy |
2,588
+210
| +9% | +$19.8K | 0.05% | 153 |
|
|
2020
Q3 | $207K | Buy |
+2,378
| New | +$207K | 0.05% | 143 |
|