Valmark Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
8,813
+19
| +0.2% | +$2.3K | 0.01% | 318 |
|
|
2025
Q1 | $980K | Sell |
8,794
-12
| -0.1% | -$1.34K | 0.01% | 314 |
|
|
2024
Q4 | $857K | Buy |
8,806
+447
| +5% | +$43.5K | 0.01% | 331 |
|
|
2024
Q3 | $961K | Sell |
8,359
-67
| -0.8% | -$7.71K | 0.02% | 306 |
|
|
2024
Q2 | $897K | Buy |
8,426
+134
| +2% | +$14.3K | 0.02% | 300 |
|
|
2024
Q1 | $802K | Buy |
8,292
+48
| +0.6% | +$4.64K | 0.01% | 306 |
|
|
2023
Q4 | $832K | Sell |
8,244
-1
| -0% | -$101 | 0.02% | 280 |
|
|
2023
Q3 | $840K | Buy |
8,245
+842
| +11% | +$85.8K | 0.02% | 245 |
|
|
2023
Q2 | $747K | Sell |
7,403
-202
| -3% | -$20.4K | 0.02% | 268 |
|
|
2023
Q1 | $700K | Buy |
7,605
+175
| +2% | +$16.1K | 0.02% | 267 |
|
|
2022
Q4 | $674K | Sell |
7,430
-16
| -0.2% | -$1.45K | 0.02% | 268 |
|
|
2022
Q3 | $566K | Buy |
7,446
+127
| +2% | +$9.65K | 0.01% | 268 |
|
|
2022
Q2 | $619K | Sell |
7,319
-108
| -1% | -$9.13K | 0.01% | 262 |
|
|
2022
Q1 | $652K | Hold |
7,427
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $650K | Sell |
7,427
-489
| -6% | -$42.8K | 0.01% | 256 |
|
|
2021
Q3 | $647K | Sell |
7,916
-328
| -4% | -$26.8K | 0.01% | 245 |
|
|
2021
Q2 | $752K | Buy |
8,244
+158
| +2% | +$14.4K | 0.01% | 224 |
|
|
2021
Q1 | $691K | Buy |
8,086
+615
| +8% | +$52.6K | 0.01% | 225 |
|
|
2020
Q4 | $705K | Buy |
7,471
+4,232
| +131% | +$399K | 0.01% | 211 |
|
|
2020
Q3 | $282K | Sell |
3,239
-840
| -21% | -$73.1K | 0.01% | 240 |
|
|
2020
Q2 | $356K | Buy |
+4,079
| New | +$356K | 0.01% | 198 |
|