TD Private Client 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 | $1.49M | Sell |
12,307
-128
| -1% | -$15.5K | 0.04% | 289 |
|
|
2025
Q1 | $1.39M | Sell |
12,435
-145
| -1% | -$16.2K | 0.04% | 285 |
|
|
2024
Q4 | $1.22M | Buy |
12,580
+134
| +1% | +$13K | 0.03% | 315 |
|
|
2024
Q3 | $1.43M | Buy |
12,446
+3,596
| +41% | +$414K | 0.04% | 306 |
|
|
2024
Q2 | $942K | Sell |
8,850
-2,056
| -19% | -$219K | 0.03% | 353 |
|
|
2024
Q1 | $1.05M | Sell |
10,906
-1,026
| -9% | -$99.2K | 0.03% | 342 |
|
|
2023
Q4 | $1.2M | Buy |
11,932
+629
| +6% | +$63.5K | 0.04% | 309 |
|
|
2023
Q3 | $1.15M | Buy |
11,303
+1,858
| +20% | +$189K | 0.05% | 300 |
|
|
2023
Q2 | $953K | Buy |
9,445
+54
| +0.6% | +$5.45K | 0.04% | 340 |
|
|
2023
Q1 | $864K | Sell |
9,391
-3,156
| -25% | -$290K | 0.04% | 350 |
|
|
2022
Q4 | $1.14M | Buy |
12,547
+764
| +6% | +$69.3K | 0.05% | 299 |
|
|
2022
Q3 | $896K | Sell |
11,783
-3,223
| -21% | -$245K | 0.05% | 328 |
|
|
2022
Q2 | $1.27M | Buy |
15,006
+1,756
| +13% | +$148K | 0.06% | 280 |
|
|
2022
Q1 | $1.16M | Sell |
13,250
-3,622
| -21% | -$318K | 0.05% | 318 |
|
|
2021
Q4 | $1.48M | Sell |
16,872
-395
| -2% | -$34.6K | 0.06% | 286 |
|
|
2021
Q3 | $1.41M | Sell |
17,267
-7,743
| -31% | -$633K | 0.06% | 289 |
|
|
2021
Q2 | $2.28M | Buy |
25,010
+3,573
| +17% | +$326K | 0.1% | 215 |
|
|
2021
Q1 | $1.83M | Sell |
21,437
-1,419
| -6% | -$121K | 0.09% | 238 |
|
|
2020
Q4 | $2.16M | Sell |
22,856
-1,228
| -5% | -$116K | 0.11% | 201 |
|
|
2020
Q3 | $2.09M | Sell |
24,084
-9,067
| -27% | -$788K | 0.12% | 183 |
|
|
2020
Q2 | $2.9M | Buy |
33,151
+12,619
| +61% | +$1.1M | 0.17% | 136 |
|
|
2020
Q1 | $1.69M | Buy |
20,532
+3,208
| +19% | +$265K | 0.12% | 165 |
|
|
2019
Q4 | $1.64M | Buy |
+17,324
| New | +$1.64M | 0.1% | 204 |
|