Transamerica Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
2,077
+706
| +51% | +$85.4K | 0.02% | 210 |
|
|
2025
Q1 | $153K | Sell |
1,371
-73
| -5% | -$8.15K | 0.02% | 236 |
|
|
2024
Q4 | $141K | Sell |
1,444
-118
| -8% | -$11.5K | 0.01% | 238 |
|
|
2024
Q3 | $180K | Buy |
1,562
+1,561
| +156,100% | +$180K | 0.02% | 237 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 533 |
|
|
2023
Q3 | $1K | Sell |
1
-187
| -99% | -$187K | ﹤0.01% | 556 |
|
|
2023
Q2 | $19K | Hold |
188
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $18K | Hold |
188
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $17K | Hold |
188
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $15K | Hold |
188
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $16K | Buy |
+188
| New | +$16K | ﹤0.01% | 299 |
|
|
2016
Q2 | – | Sell |
-502
| Closed | -$33K | – | 602 |
|
|
2016
Q1 | $33K | Hold |
502
| – | – | ﹤0.01% | 423 |
|
|
2015
Q4 | $39K | Hold |
502
| – | – | ﹤0.01% | 440 |
|
|
2015
Q3 | $42K | Hold |
502
| – | – | ﹤0.01% | 405 |
|
|
2015
Q2 | $45K | Hold |
502
| – | – | ﹤0.01% | 468 |
|
|
2015
Q1 | $45K | Hold |
502
| – | – | ﹤0.01% | 451 |
|
|
2014
Q4 | $42K | Hold |
502
| – | – | ﹤0.01% | 375 |
|
|
2014
Q3 | $43K | Hold |
502
| – | – | ﹤0.01% | 355 |
|
|
2014
Q2 | $41K | Buy |
+502
| New | +$41K | ﹤0.01% | 388 |
|