Total Clarity Wealth 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 | $221K | Buy |
+1,830
| New | +$221K | 0.06% | 256 |
|
|
2023
Q1 | – | Sell |
-7,578
| Closed | -$687K | – | 225 |
|
|
2022
Q4 | $687K | Buy |
7,578
+1
| +0% | +$91 | 0.35% | 75 |
|
|
2022
Q3 | $576K | Hold |
7,577
| – | – | 0.36% | 77 |
|
|
2022
Q2 | $640K | Buy |
7,577
+1,200
| +19% | +$101K | 0.33% | 73 |
|
|
2022
Q1 | $560K | Sell |
6,377
-360
| -5% | -$31.6K | 0.31% | 89 |
|
|
2021
Q4 | $589K | Sell |
6,737
-1,073
| -14% | -$93.8K | 0.27% | 92 |
|
|
2021
Q3 | $639K | Hold |
7,810
| – | – | 0.3% | 85 |
|
|
2021
Q2 | $713K | Sell |
7,810
-200
| -2% | -$18.3K | 0.4% | 74 |
|
|
2021
Q1 | $685K | Sell |
8,010
-858
| -10% | -$73.4K | 0.39% | 62 |
|
|
2020
Q4 | $837K | Sell |
8,868
-325
| -4% | -$30.7K | 0.58% | 47 |
|
|
2020
Q3 | $799K | Sell |
9,193
-70
| -0.8% | -$6.08K | 0.7% | 38 |
|
|
2020
Q2 | $809K | Buy |
9,263
+50
| +0.5% | +$4.37K | 0.74% | 39 |
|
|
2020
Q1 | $760K | Buy |
9,213
+50
| +0.5% | +$4.13K | 1.17% | 27 |
|
|
2019
Q4 | $868K | Buy |
+9,163
| New | +$868K | 0.65% | 34 |
|