TFC Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Sell |
162
-63
| -28% | -$7.62K | ﹤0.01% | 336 |
|
|
2025
Q1 | $25.1K | Hold |
225
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $21.9K | Sell |
225
-39
| -15% | -$3.8K | ﹤0.01% | 303 |
|
|
2024
Q3 | $30.4K | Buy |
264
+201
| +319% | +$23.1K | ﹤0.01% | 293 |
|
|
2024
Q2 | $6.71K | Hold |
63
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $6.09K | Hold |
63
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $6.36K | Sell |
63
-20
| -24% | -$2.02K | ﹤0.01% | 362 |
|
|
2023
Q3 | $8.46K | Buy |
83
+20
| +32% | +$2.04K | ﹤0.01% | 358 |
|
|
2023
Q2 | $6.36K | Hold |
63
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $5.8K | Hold |
63
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $5.72K | Sell |
63
-146
| -70% | -$13.2K | ﹤0.01% | 326 |
|
|
2022
Q3 | $16K | Hold |
209
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $18K | Hold |
209
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $18K | Hold |
209
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $18K | Hold |
209
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $17K | Hold |
209
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $19K | Sell |
209
-125
| -37% | -$11.4K | 0.01% | 270 |
|
|
2021
Q1 | $29K | Hold |
334
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $32K | Hold |
334
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $29K | Buy |
+334
| New | +$29K | 0.01% | 210 |
|