Valeo 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 | $1.12M | Buy |
9,266
+746
| +9% | +$90.3K | 0.03% | 271 |
|
|
2025
Q1 | $950K | Buy |
8,520
+1,755
| +26% | +$196K | 0.03% | 273 |
|
|
2024
Q4 | $658K | Buy |
6,765
+64
| +1% | +$6.23K | 0.02% | 343 |
|
|
2024
Q3 | $771K | Hold |
6,701
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $713K | Sell |
6,701
-321
| -5% | -$34.2K | 0.02% | 298 |
|
|
2024
Q1 | $691K | Buy |
7,022
+350
| +5% | +$34.4K | 0.02% | 295 |
|
|
2023
Q4 | $674K | Sell |
6,672
-166
| -2% | -$16.8K | 0.03% | 282 |
|
|
2023
Q3 | $697K | Sell |
6,838
-525
| -7% | -$53.5K | 0.03% | 262 |
|
|
2023
Q2 | $743K | Buy |
7,363
+602
| +9% | +$60.8K | 0.03% | 245 |
|
|
2023
Q1 | $622K | Buy |
6,761
+1,647
| +32% | +$152K | 0.03% | 289 |
|
|
2022
Q4 | $464K | Buy |
5,114
+1,603
| +46% | +$145K | 0.03% | 296 |
|
|
2022
Q3 | $267K | Buy |
3,511
+575
| +20% | +$43.7K | 0.02% | 374 |
|
|
2022
Q2 | $248K | Sell |
2,936
-287
| -9% | -$24.2K | 0.02% | 393 |
|
|
2022
Q1 | $283K | Sell |
3,223
-4,659
| -59% | -$409K | 0.01% | 439 |
|
|
2021
Q4 | $689K | Buy |
7,882
+166
| +2% | +$14.5K | 0.04% | 237 |
|
|
2021
Q3 | $631K | Buy |
7,716
+616
| +9% | +$50.4K | 0.04% | 240 |
|
|
2021
Q2 | $648K | Sell |
7,100
-434
| -6% | -$39.6K | 0.04% | 212 |
|
|
2021
Q1 | $644K | Buy |
7,534
+324
| +4% | +$27.7K | 0.03% | 225 |
|
|
2020
Q4 | $681K | Buy |
7,210
+10
| +0.1% | +$945 | 0.04% | 201 |
|
|
2020
Q3 | $626K | Sell |
7,200
-937
| -12% | -$81.5K | 0.05% | 160 |
|
|
2020
Q2 | $711K | Buy |
8,137
+5,723
| +237% | +$500K | 0.06% | 154 |
|
|
2020
Q1 | $205K | Buy |
2,414
+18
| +0.8% | +$1.53K | 0.02% | 292 |
|
|
2019
Q4 | $227K | Buy |
2,396
+167
| +7% | +$15.8K | 0.02% | 295 |
|
|
2019
Q3 | $194K | Sell |
2,229
-33
| -1% | -$2.87K | 0.02% | 304 |
|
|
2019
Q2 | $207K | Buy |
2,262
+219
| +11% | +$20K | 0.02% | 282 |
|
|
2019
Q1 | $176K | Sell |
2,043
-1,792
| -47% | -$154K | 0.02% | 299 |
|
|
2018
Q4 | $295K | Buy |
3,835
+256
| +7% | +$19.7K | 0.04% | 213 |
|
|
2018
Q3 | $280K | Sell |
3,579
-190
| -5% | -$14.9K | 0.04% | 228 |
|
|
2018
Q2 | $278K | Sell |
3,769
-1,030
| -21% | -$76K | 0.04% | 239 |
|
|
2018
Q1 | $348K | Sell |
4,799
-2,476
| -34% | -$180K | 0.06% | 192 |
|
|
2017
Q4 | $547K | Buy |
7,275
+955
| +15% | +$71.8K | 0.09% | 141 |
|
|
2017
Q3 | $486K | Buy |
+6,320
| New | +$486K | 0.11% | 124 |
|