TCI Wealth Advisors’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 | – | Sell |
-1,497
| Closed | -$206K | – | 262 |
|
|
2025
Q4 | $206K | Buy |
+1,497
| New | +$196K | 0.01% | 240 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$9.2K | – | 1537 |
|
|
2023
Q1 | $9.2K | Sell |
100
-193
| -66% | -$16.9K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $26.6K | Buy |
293
+193
| +193% | +$16.3K | ﹤0.01% | 586 |
|
|
2022
Q3 | $8K | Sell |
100
-200
| -67% | -$16.6K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $25K | Buy |
300
+200
| +200% | +$17.5K | ﹤0.01% | 571 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q1 | $9K | Sell |
100
-22
| -18% | -$1.97K | ﹤0.01% | 927 |
|
|
2020
Q4 | $12K | Sell |
122
-504
| -81% | -$44K | 0.01% | 605 |
|
|
2020
Q3 | $54K | Sell |
626
-241
| -28% | -$20.9K | 0.02% | 299 |
|
|
2020
Q2 | $76K | Buy |
867
+152
| +21% | +$13.1K | 0.03% | 250 |
|
|
2020
Q1 | $59K | Sell |
715
-273
| -28% | -$24.4K | 0.03% | 279 |
|
|
2019
Q4 | $94K | Buy |
988
+153
| +18% | +$13.7K | 0.04% | 265 |
|
|
2019
Q3 | $73K | Hold |
835
| – | – | 0.03% | 263 |
|
|
2019
Q2 | $76K | Sell |
835
-627
| -43% | -$53.1K | 0.03% | 255 |
|
|
2019
Q1 | $126K | Hold |
1,462
| – | – | 0.06% | 199 |
|
|
2018
Q4 | $112K | Hold |
1,462
| – | – | 0.06% | 201 |
|
|
2018
Q3 | $113K | Hold |
1,462
| – | – | 0.05% | 218 |
|
|
2018
Q2 | $99K | Hold |
1,462
| – | – | 0.04% | 221 |
|
|
2018
Q1 | $106K | Sell |
1,462
-37
| -2% | -$2.82K | 0.05% | 210 |
|
|
2017
Q4 | $113K | Buy |
1,499
+37
| +3% | +$2.79K | 0.05% | 217 |
|
|
2017
Q3 | $112K | Sell |
1,462
-13
| -0.9% | -$982 | 0.05% | 194 |
|
|
2017
Q2 | $110K | Sell |
1,475
-66
| -4% | -$4.68K | 0.06% | 188 |
|
|
2017
Q1 | $103K | Buy |
1,541
+256
| +20% | +$17.1K | 0.05% | 205 |
|
|
2016
Q4 | $84K | Sell |
1,285
-254
| -17% | -$16.5K | 0.04% | 249 |
|
|
2016
Q3 | $109K | Hold |
1,539
| – | – | 0.06% | 200 |
|
|
2016
Q2 | $114K | Hold |
1,539
| – | – | 0.06% | 186 |
|
|
2016
Q1 | $100K | Sell |
1,539
-245
| -14% | -$16.7K | 0.06% | 205 |
|
|
2015
Q4 | $138K | Hold |
1,784
| – | – | 0.08% | 171 |
|
|
2015
Q3 | $147K | Sell |
1,784
-6
| -0.3% | -$534 | 0.09% | 155 |
|
|
2015
Q2 | $158K | Sell |
1,790
-78
| -4% | -$7.16K | 0.09% | 151 |
|
|
2015
Q1 | $165K | Sell |
1,868
-254
| -12% | -$22.5K | 0.1% | 131 |
|
|
2014
Q4 | $176K | Buy |
2,122
+77
| +4% | +$6.38K | 0.11% | 134 |
|
|
2014
Q3 | $172K | Hold |
2,045
| – | – | 0.11% | 130 |
|
|
2014
Q2 | $166K | Buy |
2,045
+73
| +4% | +$5.74K | 0.1% | 136 |
|
|
2014
Q1 | $150K | Sell |
1,972
-664
| -25% | -$48.4K | 0.1% | 143 |
|
|
2013
Q4 | $190K | Buy |
2,636
+664
| +34% | +$46.2K | 0.12% | 122 |
|
|
2013
Q3 | $136K | Buy |
1,972
+298
| +18% | +$19.7K | 0.1% | 132 |
|
|
2013
Q2 | $106K | Buy |
+1,674
| New | +$109K | 0.08% | 150 |
|
Other funds holding NVS
