Sunbelt Securities’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.8K | Buy |
523
+2
| +0.4% | +$307 | 0.01% | 909 |
|
|
2025
Q4 | $71.8K | Sell |
521
-12
| -2% | -$1.57K | ﹤0.01% | 902 |
|
|
2025
Q3 | $68.4K | Sell |
533
-115
| -18% | -$14K | ﹤0.01% | 925 |
|
|
2025
Q2 | $63.1K | Buy |
648
+63
| +11% | +$7.1K | 0.01% | 885 |
|
|
2025
Q1 | $65.2K | Sell |
585
-63
| -10% | -$6.71K | 0.01% | 846 |
|
|
2024
Q4 | $63.1K | Sell |
648
-3
| -0.5% | -$320 | 0.01% | 883 |
|
|
2024
Q3 | $74.9K | Hold |
651
| – | – | 0.01% | 841 |
|
|
2024
Q2 | $69.3K | Sell |
651
-249
| -28% | -$25K | 0.01% | 826 |
|
|
2024
Q1 | $87.1K | Sell |
900
-100
| -10% | -$10.3K | 0.01% | 745 |
|
|
2023
Q4 | $101K | Buy |
1,000
+100
| +11% | +$9.65K | 0.01% | 675 |
|
|
2023
Q3 | $91.7K | Buy |
900
+22
| +3% | +$2.23K | 0.01% | 675 |
|
|
2023
Q2 | $88.6K | Hold |
878
| – | – | 0.01% | 670 |
|
|
2023
Q1 | $80.4K | Buy |
+878
| New | +$76.7K | 0.01% | 636 |
|
|
2021
Q2 | – | Sell |
-6,215
| Closed | -$531K | – | 457 |
|
|
2021
Q1 | $531K | Sell |
6,215
-347
| -5% | -$31.1K | 0.1% | 229 |
|
|
2020
Q4 | $620K | Sell |
6,562
-96
| -1% | -$8.39K | 0.13% | 192 |
|
|
2020
Q3 | $579K | Sell |
6,658
-1,301
| -16% | -$113K | 0.16% | 162 |
|
|
2020
Q2 | $695K | Buy |
7,959
+957
| +14% | +$82.6K | 0.24% | 116 |
|
|
2020
Q1 | $577K | Sell |
7,002
-4,915
| -41% | -$439K | 0.02% | 209 |
|
|
2019
Q4 | $1.13M | Buy |
11,917
+132
| +1% | +$11.8K | 0.12% | 184 |
|
|
2019
Q3 | $1.02M | Buy |
11,785
+3,580
| +44% | +$321K | 0.11% | 180 |
|
|
2019
Q2 | $749K | Sell |
8,205
-794
| -9% | -$67.2K | 0.33% | 88 |
|
|
2019
Q1 | $775K | Buy |
8,999
+488
| +6% | +$39.2K | 0.39% | 76 |
|
|
2018
Q4 | $654K | Buy |
8,511
+565
| +7% | +$44K | 0.38% | 76 |
|
|
2018
Q3 | $613K | Buy |
7,946
+25
| +0.3% | +$1.85K | 0.33% | 83 |
|
|
2018
Q2 | $536K | Buy |
7,921
+1,707
| +27% | +$118K | 0.32% | 90 |
|
|
2018
Q1 | $450K | Buy |
6,214
+267
| +4% | +$20.3K | 0.41% | 79 |
|
|
2017
Q4 | $447K | Buy |
5,947
+244
| +4% | +$18.4K | 0.43% | 74 |
|
|
2017
Q3 | $439K | Buy |
5,703
+108
| +2% | +$8.16K | 0.46% | 67 |
|
|
2017
Q2 | $418K | Buy |
5,595
+101
| +2% | +$7.16K | 0.79% | 36 |
|
|
2017
Q1 | $366K | Buy |
5,494
+270
| +5% | +$18K | 0.55% | 49 |
|
|
2016
Q4 | $341K | Buy |
5,224
+88
| +2% | +$5.71K | 0.52% | 49 |
|
|
2016
Q3 | $363K | Buy |
5,136
+64
| +1% | +$4.66K | 0.44% | 49 |
|
|
2016
Q2 | $375K | Buy |
5,072
+17
| +0.3% | +$1.17K | 0.49% | 44 |
|
|
2016
Q1 | $328K | Hold |
5,055
| – | – | 0.48% | 49 |
|
|
2015
Q4 | $390K | Hold |
5,055
| – | – | 0.55% | 39 |
|
|
2015
Q3 | $416K | Sell |
5,055
-752
| -13% | -$66.9K | 0.57% | 38 |
|
|
2015
Q2 | $512K | Sell |
5,807
-72
| -1% | -$6.61K | 0.7% | 29 |
|
|
2015
Q1 | $519K | Sell |
5,879
-64
| -1% | -$5.68K | 0.77% | 27 |
|
|
2014
Q4 | $493K | Buy |
+5,943
| New | +$493K | 0.65% | 34 |
|
Other funds holding NVS
