U.S. Capital Wealth 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 | $1.88M | Buy |
15,518
+543
| +4% | +$65.7K | 0.05% | 312 |
|
|
2025
Q1 | $1.67M | Buy |
14,975
+314
| +2% | +$35K | 0.05% | 327 |
|
|
2024
Q4 | $1.43M | Buy |
14,661
+213
| +1% | +$20.7K | 0.04% | 364 |
|
|
2024
Q3 | $1.66M | Buy |
14,448
+1,547
| +12% | +$178K | 0.06% | 269 |
|
|
2024
Q2 | $1.37M | Sell |
12,901
-84,592
| -87% | -$9.01M | 0.05% | 302 |
|
|
2024
Q1 | $9.43M | Sell |
97,493
-1,701
| -2% | -$165K | 0.36% | 59 |
|
|
2023
Q4 | $10M | Buy |
99,194
+2,226
| +2% | +$225K | 0.4% | 57 |
|
|
2023
Q3 | $9.88M | Buy |
96,968
+778
| +0.8% | +$79.2K | 0.44% | 46 |
|
|
2023
Q2 | $9.71M | Sell |
96,190
-3,600
| -4% | -$363K | 0.46% | 48 |
|
|
2023
Q1 | $9.18M | Buy |
99,790
+5,156
| +5% | +$474K | 0.42% | 47 |
|
|
2022
Q4 | $8.59M | Sell |
94,634
-19,163
| -17% | -$1.74M | 0.4% | 48 |
|
|
2022
Q3 | $8.65M | Buy |
113,797
+1,605
| +1% | +$122K | 0.44% | 38 |
|
|
2022
Q2 | $9.48M | Buy |
112,192
+4,013
| +4% | +$339K | 0.42% | 47 |
|
|
2022
Q1 | $9.49M | Buy |
108,179
+17,645
| +19% | +$1.55M | 0.35% | 57 |
|
|
2021
Q4 | $7.92M | Sell |
90,534
-5,012
| -5% | -$438K | 0.31% | 77 |
|
|
2021
Q3 | $7.81M | Buy |
+95,546
| New | +$7.81M | 0.34% | 69 |
|