Stratos Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
9,128
-941
| -9% | -$114K | 0.01% | 662 |
|
|
2025
Q1 | $1.12M | Sell |
10,069
-2,316
| -19% | -$258K | 0.02% | 617 |
|
|
2024
Q4 | $1.21M | Sell |
12,385
-64
| -0.5% | -$6.23K | 0.02% | 626 |
|
|
2024
Q3 | $1.43M | Sell |
12,449
-902
| -7% | -$104K | 0.02% | 553 |
|
|
2024
Q2 | $1.42M | Buy |
13,351
+945
| +8% | +$101K | 0.02% | 540 |
|
|
2024
Q1 | $1.2M | Sell |
12,406
-1,007
| -8% | -$97.4K | 0.02% | 588 |
|
|
2023
Q4 | $1.35M | Buy |
13,413
+227
| +2% | +$22.9K | 0.03% | 514 |
|
|
2023
Q3 | $1.34M | Buy |
13,186
+909
| +7% | +$92.6K | 0.03% | 476 |
|
|
2023
Q2 | $1.24M | Sell |
12,277
-648
| -5% | -$65.4K | 0.03% | 471 |
|
|
2023
Q1 | $1.19M | Sell |
12,925
-731
| -5% | -$67.3K | 0.03% | 437 |
|
|
2022
Q4 | $1.24M | Buy |
13,656
+1,178
| +9% | +$107K | 0.03% | 451 |
|
|
2022
Q3 | $948K | Sell |
12,478
-799
| -6% | -$60.7K | 0.03% | 497 |
|
|
2022
Q2 | $1.12M | Buy |
13,277
+1,523
| +13% | +$129K | 0.03% | 478 |
|
|
2022
Q1 | $1.03M | Sell |
11,754
-175
| -1% | -$15.4K | 0.02% | 542 |
|
|
2021
Q4 | $1.04M | Buy |
11,929
+181
| +2% | +$15.8K | 0.02% | 549 |
|
|
2021
Q3 | $961K | Buy |
11,748
+32
| +0.3% | +$2.62K | 0.02% | 534 |
|
|
2021
Q2 | $1.07M | Sell |
11,716
-994
| -8% | -$90.7K | 0.03% | 524 |
|
|
2021
Q1 | $1.09M | Sell |
12,710
-751
| -6% | -$64.2K | 0.03% | 474 |
|
|
2020
Q4 | $1.27M | Sell |
13,461
-2,137
| -14% | -$202K | 0.04% | 391 |
|
|
2020
Q3 | $1.36M | Sell |
15,598
-1,301
| -8% | -$113K | 0.04% | 327 |
|
|
2020
Q2 | $1.48M | Buy |
16,899
+4,542
| +37% | +$397K | 0.05% | 306 |
|
|
2020
Q1 | $1.02M | Buy |
12,357
+3,076
| +33% | +$254K | 0.05% | 323 |
|
|
2019
Q4 | $879K | Sell |
9,281
-700
| -7% | -$66.3K | 0.03% | 425 |
|
|
2019
Q3 | $867K | Sell |
9,981
-91
| -0.9% | -$7.91K | 0.04% | 404 |
|
|
2019
Q2 | $920K | Sell |
10,072
-1,792
| -15% | -$164K | 0.04% | 392 |
|
|
2019
Q1 | $1.02M | Buy |
11,864
+139
| +1% | +$12K | 0.05% | 358 |
|
|
2018
Q4 | $902K | Buy |
11,725
+500
| +4% | +$38.5K | 0.05% | 351 |
|
|
2018
Q3 | $867K | Sell |
11,225
-712
| -6% | -$55K | 0.04% | 366 |
|
|
2018
Q2 | $808K | Sell |
11,937
-32,579
| -73% | -$2.21M | 0.04% | 413 |
|
|
2018
Q1 | $3.23M | Buy |
44,516
+887
| +2% | +$64.3K | 0.14% | 156 |
|
|
2017
Q4 | $3.28M | Sell |
43,629
-4,031
| -8% | -$303K | 0.15% | 145 |
|
|
2017
Q3 | $3.67M | Buy |
47,660
+3,149
| +7% | +$242K | 0.17% | 128 |
|
|
2017
Q2 | $3.33M | Sell |
44,511
-10,096
| -18% | -$755K | 0.17% | 132 |
|
|
2017
Q1 | $3.63M | Buy |
54,607
+3,400
| +7% | +$226K | 0.21% | 111 |
|
|
2016
Q4 | $3.34M | Buy |
51,207
+13,054
| +34% | +$852K | 0.21% | 109 |
|
|
2016
Q3 | $2.7M | Buy |
38,153
+3,592
| +10% | +$254K | 0.18% | 114 |
|
|
2016
Q2 | $2.56M | Buy |
34,561
+6,965
| +25% | +$515K | 0.19% | 106 |
|
|
2016
Q1 | $1.79M | Buy |
27,596
+12,207
| +79% | +$792K | 0.15% | 124 |
|
|
2015
Q4 | $1.19M | Sell |
15,389
-385
| -2% | -$29.7K | 0.1% | 161 |
|
|
2015
Q3 | $1.3M | Buy |
15,774
+4,113
| +35% | +$339K | 0.16% | 115 |
|
|
2015
Q2 | $1.03M | Sell |
11,661
-1,188
| -9% | -$105K | 0.13% | 149 |
|
|
2015
Q1 | $1.13M | Buy |
12,849
+56
| +0.4% | +$4.93K | 0.13% | 156 |
|
|
2014
Q4 | $1.06M | Buy |
12,793
+1,632
| +15% | +$135K | 0.19% | 127 |
|
|
2014
Q3 | $941K | Buy |
11,161
+565
| +5% | +$47.6K | 0.22% | 106 |
|
|
2014
Q2 | $862K | Buy |
+10,596
| New | +$862K | 0.29% | 103 |
|