VCA
Verdence Capital Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,743
| New | +$211K | 0.01% | 636 |
|
|
2022
Q2 | – | Sell |
-10,629
| Closed | -$933K | – | 524 |
|
|
2022
Q1 | $933K | Buy |
10,629
+267
| +3% | +$23.4K | 0.11% | 205 |
|
|
2021
Q4 | $906K | Buy |
10,362
+436
| +4% | +$38.1K | 0.11% | 192 |
|
|
2021
Q3 | $812K | Buy |
9,926
+252
| +3% | +$20.6K | 0.11% | 201 |
|
|
2021
Q2 | $883K | Buy |
9,674
+427
| +5% | +$39K | 0.12% | 179 |
|
|
2021
Q1 | $790K | Sell |
9,247
-4,239
| -31% | -$362K | 0.13% | 165 |
|
|
2020
Q4 | $1.27M | Sell |
13,486
-2,675
| -17% | -$253K | 0.24% | 108 |
|
|
2020
Q3 | $1.41M | Sell |
16,161
-2,449
| -13% | -$213K | 0.32% | 88 |
|
|
2020
Q2 | $1.63M | Buy |
18,610
+537
| +3% | +$46.9K | 0.4% | 72 |
|
|
2020
Q1 | $1.49M | Buy |
18,073
+2,953
| +20% | +$243K | 0.45% | 59 |
|
|
2019
Q4 | $1.43M | Buy |
15,120
+9
| +0.1% | +$852 | 0.35% | 77 |
|
|
2019
Q3 | $1.31M | Buy |
15,111
+95
| +0.6% | +$8.26K | 0.37% | 79 |
|
|
2019
Q2 | $1.37M | Buy |
15,016
+804
| +6% | +$73.4K | 0.39% | 77 |
|
|
2019
Q1 | $1.37M | Buy |
14,212
+316
| +2% | +$30.4K | 0.37% | 78 |
|
|
2018
Q4 | $1.19M | Buy |
13,896
+2,335
| +20% | +$200K | 0.33% | 74 |
|
|
2018
Q3 | $996K | Sell |
11,561
-397
| -3% | -$34.2K | 0.25% | 93 |
|
|
2018
Q2 | $903K | Sell |
11,958
-723
| -6% | -$54.6K | 0.22% | 108 |
|
|
2018
Q1 | $1.03M | Buy |
12,681
+1,745
| +16% | +$141K | 0.25% | 96 |
|
|
2017
Q4 | $918K | Buy |
+10,936
| New | +$918K | 0.22% | 91 |
|