Thoroughbred Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
2,849
-257
| -8% | -$31K | 0.02% | 438 |
|
|
2025
Q1 | $346K | Sell |
3,106
-1,017
| -25% | -$113K | 0.02% | 507 |
|
|
2024
Q4 | $401K | Buy |
4,123
+133
| +3% | +$12.9K | 0.02% | 470 |
|
|
2024
Q3 | $458K | Sell |
3,990
-729
| -15% | -$83.7K | 0.03% | 413 |
|
|
2024
Q2 | $502K | Buy |
4,719
+2,038
| +76% | +$217K | 0.03% | 383 |
|
|
2024
Q1 | $259K | Sell |
2,681
-1,695
| -39% | -$164K | 0.02% | 400 |
|
|
2023
Q4 | $441K | Sell |
4,376
-521
| -11% | -$52.5K | 0.04% | 386 |
|
|
2023
Q3 | $498K | Buy |
4,897
+1,809
| +59% | +$184K | 0.05% | 323 |
|
|
2023
Q2 | $311K | Sell |
3,088
-12
| -0.4% | -$1.21K | 0.04% | 330 |
|
|
2023
Q1 | $285K | Buy |
3,100
+17
| +0.6% | +$1.56K | 0.04% | 332 |
|
|
2022
Q4 | $279K | Hold |
3,083
| – | – | 0.05% | 323 |
|
|
2022
Q3 | $234K | Hold |
3,083
| – | – | 0.04% | 323 |
|
|
2022
Q2 | $260K | Hold |
3,083
| – | – | 0.05% | 310 |
|
|
2022
Q1 | $270K | Buy |
+3,083
| New | +$270K | 0.04% | 327 |
|
|
2020
Q2 | – | Sell |
-3,067
| Closed | -$253K | – | 243 |
|
|
2020
Q1 | $253K | Buy |
3,067
+15
| +0.5% | +$1.24K | 0.09% | 202 |
|
|
2019
Q4 | $289K | Hold |
3,052
| – | – | 0.1% | 197 |
|
|
2019
Q3 | $265K | Hold |
3,052
| – | – | 0.1% | 194 |
|
|
2019
Q2 | $279K | Sell |
3,052
-354
| -10% | -$32.3K | 0.11% | 158 |
|
|
2019
Q1 | $293K | Sell |
3,406
-146
| -4% | -$12.6K | 0.12% | 173 |
|
|
2018
Q4 | $273K | Buy |
+3,552
| New | +$273K | 0.13% | 144 |
|