Summit Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
4,563
+243
| +6% | +$29.4K | 0.01% | 553 |
|
|
2025
Q1 | $482K | Sell |
4,320
-195
| -4% | -$21.7K | 0.01% | 522 |
|
|
2024
Q4 | $439K | Buy |
4,515
+725
| +19% | +$70.5K | 0.02% | 470 |
|
|
2024
Q3 | $436K | Buy |
3,790
+339
| +10% | +$39K | 0.02% | 393 |
|
|
2024
Q2 | $367K | Sell |
3,451
-91
| -3% | -$9.69K | 0.02% | 379 |
|
|
2024
Q1 | $356K | Sell |
3,542
-1,487
| -30% | -$149K | 0.02% | 302 |
|
|
2023
Q4 | $508K | Buy |
5,029
+388
| +8% | +$39.2K | 0.03% | 243 |
|
|
2023
Q3 | $473K | Buy |
4,641
+4
| +0.1% | +$407 | 0.03% | 242 |
|
|
2023
Q2 | $468K | Buy |
4,637
+981
| +27% | +$99K | 0.03% | 234 |
|
|
2023
Q1 | $336K | Sell |
3,656
-1,499
| -29% | -$138K | 0.03% | 204 |
|
|
2022
Q4 | $468K | Sell |
5,155
-4,334
| -46% | -$393K | 0.04% | 177 |
|
|
2022
Q3 | $721K | Buy |
9,489
+871
| +10% | +$66.2K | 0.07% | 138 |
|
|
2022
Q2 | $728K | Sell |
8,618
-1,449
| -14% | -$122K | 0.07% | 129 |
|
|
2022
Q1 | $883K | Buy |
10,067
+1,327
| +15% | +$116K | 0.07% | 127 |
|
|
2021
Q4 | $764K | Buy |
8,740
+2,357
| +37% | +$206K | 0.06% | 133 |
|
|
2021
Q3 | $522K | Buy |
6,383
+3,072
| +93% | +$251K | 0.04% | 141 |
|
|
2021
Q2 | $302K | Buy |
+3,311
| New | +$302K | 0.03% | 129 |
|