StrongBox Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Hold |
5,739
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $640K | Buy |
5,739
+210
| +4% | +$23.4K | 0.27% | 59 |
|
|
2024
Q4 | $538K | Sell |
5,529
-201
| -4% | -$19.6K | 0.23% | 57 |
|
|
2024
Q3 | $659K | Buy |
5,730
+592
| +12% | +$68.1K | 0.28% | 56 |
|
|
2024
Q2 | $547K | Buy |
5,138
+1,855
| +57% | +$197K | 0.26% | 53 |
|
|
2024
Q1 | $318K | Buy |
3,283
+157
| +5% | +$15.2K | 0.17% | 65 |
|
|
2023
Q4 | $316K | Buy |
3,126
+430
| +16% | +$43.4K | 0.18% | 62 |
|
|
2023
Q3 | $275K | Sell |
2,696
-245
| -8% | -$25K | 0.17% | 67 |
|
|
2023
Q2 | $297K | Buy |
2,941
+100
| +4% | +$10.1K | 0.19% | 71 |
|
|
2023
Q1 | $261K | Buy |
2,841
+350
| +14% | +$32.2K | 0.18% | 75 |
|
|
2022
Q4 | $226K | Buy |
+2,491
| New | +$226K | 0.16% | 73 |
|
|
2022
Q3 | – | Sell |
-2,446
| Closed | -$207K | – | 81 |
|
|
2022
Q2 | $207K | Buy |
+2,446
| New | +$207K | 0.13% | 82 |
|
|
2021
Q1 | – | Sell |
-5,463
| Closed | -$516K | – | 103 |
|
|
2020
Q4 | $516K | Sell |
5,463
-990
| -15% | -$93.5K | 0.33% | 57 |
|
|
2020
Q3 | $561K | Sell |
6,453
-548
| -8% | -$47.6K | 0.41% | 52 |
|
|
2020
Q2 | $611K | Buy |
7,001
+611
| +10% | +$53.3K | 0.56% | 54 |
|
|
2020
Q1 | $527K | Buy |
+6,390
| New | +$527K | 0.6% | 47 |
|