United Capital 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 | $9.25M | Sell |
76,452
-426
| -0.6% | -$51.6K | 0.07% | 208 |
|
|
2025
Q1 | $8.57M | Sell |
76,878
-860
| -1% | -$95.9K | 0.07% | 205 |
|
|
2024
Q4 | $7.56M | Sell |
77,738
-2,767
| -3% | -$269K | 0.06% | 211 |
|
|
2024
Q3 | $9.26M | Sell |
80,505
-2,051
| -2% | -$236K | 0.08% | 193 |
|
|
2024
Q2 | $8.79M | Buy |
82,556
+3,545
| +4% | +$377K | 0.08% | 197 |
|
|
2024
Q1 | $7.64M | Sell |
79,011
-7,587
| -9% | -$734K | 0.06% | 211 |
|
|
2023
Q4 | $8.74M | Sell |
86,598
-22,380
| -21% | -$2.26M | 0.07% | 209 |
|
|
2023
Q3 | $11.1M | Sell |
108,978
-4,577
| -4% | -$466K | 0.07% | 217 |
|
|
2023
Q2 | $11.5M | Sell |
113,555
-10,306
| -8% | -$1.04M | 0.06% | 224 |
|
|
2023
Q1 | $11.4M | Sell |
123,861
-3,521
| -3% | -$324K | 0.06% | 220 |
|
|
2022
Q4 | $11.6M | Sell |
127,382
-884
| -0.7% | -$80.2K | 0.06% | 234 |
|
|
2022
Q3 | $9.75M | Buy |
128,266
+85,625
| +201% | +$6.51M | 0.06% | 243 |
|
|
2022
Q2 | $3.6M | Buy |
42,641
+1,550
| +4% | +$131K | 0.02% | 391 |
|
|
2022
Q1 | $3.61M | Buy |
41,091
+291
| +0.7% | +$25.5K | 0.02% | 414 |
|
|
2021
Q4 | $3.57M | Sell |
40,800
-6,496
| -14% | -$568K | 0.02% | 434 |
|
|
2021
Q3 | $3.87M | Buy |
47,296
+252
| +0.5% | +$20.6K | 0.02% | 411 |
|
|
2021
Q2 | $4.29M | Sell |
47,044
-3,885
| -8% | -$354K | 0.02% | 395 |
|
|
2021
Q1 | $4.35M | Sell |
50,929
-1,179
| -2% | -$101K | 0.02% | 375 |
|
|
2020
Q4 | $4.92M | Sell |
52,108
-2,007
| -4% | -$190K | 0.03% | 357 |
|
|
2020
Q3 | $4.71M | Sell |
54,115
-3,569
| -6% | -$310K | 0.03% | 353 |
|
|
2020
Q2 | $5.04M | Buy |
57,684
+12,291
| +27% | +$1.07M | 0.04% | 358 |
|
|
2020
Q1 | $3.74M | Sell |
45,393
-19,118
| -30% | -$1.58M | 0.03% | 384 |
|
|
2019
Q4 | $6.11M | Buy |
64,511
+18,466
| +40% | +$1.75M | 0.04% | 387 |
|
|
2019
Q3 | $4M | Sell |
46,045
-33,980
| -42% | -$2.95M | 0.03% | 455 |
|
|
2019
Q2 | $7.31M | Sell |
80,025
-26,977
| -25% | -$2.46M | 0.05% | 342 |
|
|
2019
Q1 | $9.22M | Sell |
107,002
-5,275
| -5% | -$454K | 0.06% | 301 |
|
|
2018
Q4 | $8.63M | Sell |
112,277
-823
| -0.7% | -$63.3K | 0.07% | 275 |
|
|
2018
Q3 | $8.73M | Buy |
113,100
+6,173
| +6% | +$477K | 0.06% | 325 |
|
|
2018
Q2 | $6.99M | Sell |
106,927
-135,147
| -56% | -$8.84M | 0.05% | 357 |
|
|
2018
Q1 | $17.5M | Sell |
242,074
-36,397
| -13% | -$2.64M | 0.13% | 175 |
|
|
2017
Q4 | $21M | Buy |
278,471
+7,774
| +3% | +$587K | 0.17% | 143 |
|
|
2017
Q3 | $20.8M | Buy |
270,697
+5,574
| +2% | +$429K | 0.18% | 133 |
|
|
2017
Q2 | $19.8M | Buy |
265,123
+13,690
| +5% | +$1.02M | 0.18% | 126 |
|
|
2017
Q1 | $16.7M | Buy |
251,433
+21,724
| +9% | +$1.45M | 0.16% | 151 |
|
|
2016
Q4 | $15M | Buy |
229,709
+9,495
| +4% | +$620K | 0.15% | 160 |
|
|
2016
Q3 | $15.6M | Buy |
220,214
+21,287
| +11% | +$1.51M | 0.15% | 158 |
|
|
2016
Q2 | $14.8M | Buy |
198,927
+23,007
| +13% | +$1.71M | 0.15% | 152 |
|
|
2016
Q1 | $11.4M | Buy |
175,920
+19,992
| +13% | +$1.3M | 0.13% | 172 |
|
|
2015
Q4 | $12M | Buy |
155,928
+16,476
| +12% | +$1.27M | 0.14% | 166 |
|
|
2015
Q3 | $11.5M | Buy |
139,452
+12,552
| +10% | +$1.03M | 0.14% | 161 |
|
|
2015
Q2 | $11.2M | Buy |
126,900
+9,759
| +8% | +$860K | 0.13% | 186 |
|
|
2015
Q1 | $10.7M | Buy |
117,141
+19,143
| +20% | +$1.75M | 0.13% | 198 |
|
|
2014
Q4 | $8.14M | Buy |
97,998
+24,909
| +34% | +$2.07M | 0.12% | 192 |
|
|
2014
Q3 | $6.17M | Buy |
73,089
+7,747
| +12% | +$653K | 0.11% | 213 |
|
|
2014
Q2 | $5.3M | Buy |
65,342
+16,102
| +33% | +$1.31M | 0.1% | 228 |
|
|
2014
Q1 | $3.75M | Buy |
49,240
+23,260
| +90% | +$1.77M | 0.08% | 251 |
|
|
2013
Q4 | $1.87M | Sell |
25,980
-63,777
| -71% | -$4.59M | 0.06% | 248 |
|
|
2013
Q3 | $6.17M | Sell |
89,757
-11,732
| -12% | -$806K | 0.2% | 116 |
|
|
2013
Q2 | $6.43M | Buy |
+101,489
| New | +$6.43M | 0.17% | 153 |
|