Strategic Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
4,323
-38
| -0.9% | -$4.6K | 0.05% | 157 |
|
|
2025
Q1 | $486K | Sell |
4,361
-318
| -7% | -$35.5K | 0.05% | 171 |
|
|
2024
Q4 | $455K | Buy |
4,679
+148
| +3% | +$14.4K | 0.05% | 179 |
|
|
2024
Q3 | $521K | Sell |
4,531
-80
| -2% | -$9.2K | 0.06% | 175 |
|
|
2024
Q2 | $491K | Buy |
4,611
+145
| +3% | +$15.4K | 0.06% | 182 |
|
|
2024
Q1 | $432K | Buy |
4,466
+109
| +3% | +$10.5K | 0.06% | 187 |
|
|
2023
Q4 | $440K | Buy |
4,357
+143
| +3% | +$14.4K | 0.06% | 176 |
|
|
2023
Q3 | $429K | Buy |
4,214
+144
| +4% | +$14.7K | 0.07% | 181 |
|
|
2023
Q2 | $411K | Buy |
4,070
+484
| +13% | +$48.8K | 0.06% | 146 |
|
|
2023
Q1 | $330K | Buy |
3,586
+1,302
| +57% | +$120K | 0.06% | 190 |
|
|
2022
Q4 | $207K | Buy |
+2,284
| New | +$207K | 0.04% | 222 |
|