Wambolt & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
25,647
-1,374
| -5% | -$169K | 1.06% | 28 |
|
|
2025
Q1 | $2.96M | Buy |
27,021
+443
| +2% | +$48.6K | 1.01% | 32 |
|
|
2024
Q4 | $2.59M | Sell |
26,578
-5,011
| -16% | -$488K | 0.83% | 38 |
|
|
2024
Q3 | $3.62M | Buy |
31,589
+1,399
| +5% | +$160K | 0.99% | 30 |
|
|
2024
Q2 | $3.22M | Buy |
30,190
+1,965
| +7% | +$209K | 0.93% | 32 |
|
|
2024
Q1 | $2.71M | Buy |
28,225
+3,425
| +14% | +$328K | 0.81% | 38 |
|
|
2023
Q4 | $2.5M | Buy |
24,800
+3,480
| +16% | +$351K | 0.82% | 31 |
|
|
2023
Q3 | $2.16M | Buy |
21,320
+1,899
| +10% | +$193K | 0.79% | 33 |
|
|
2023
Q2 | $1.96M | Buy |
19,421
+742
| +4% | +$74.9K | 0.7% | 36 |
|
|
2023
Q1 | $1.73M | Buy |
18,679
+729
| +4% | +$67.4K | 0.61% | 47 |
|
|
2022
Q4 | $1.63M | Buy |
17,950
+552
| +3% | +$50.1K | 0.63% | 48 |
|
|
2022
Q3 | $1.32M | Buy |
17,398
+179
| +1% | +$13.6K | 0.56% | 61 |
|
|
2022
Q2 | $1.46M | Buy |
17,219
+904
| +6% | +$76.4K | 0.59% | 58 |
|
|
2022
Q1 | $1.43M | Buy |
16,315
+738
| +5% | +$64.7K | 0.52% | 70 |
|
|
2021
Q4 | $1.36M | Buy |
15,577
+1,690
| +12% | +$148K | 0.49% | 70 |
|
|
2021
Q3 | $1.14M | Buy |
13,887
+936
| +7% | +$76.8K | 0.46% | 82 |
|
|
2021
Q2 | $1.19M | Sell |
12,951
-370
| -3% | -$33.9K | 0.5% | 69 |
|
|
2021
Q1 | $1.15M | Buy |
13,321
+819
| +7% | +$70.5K | 0.6% | 63 |
|
|
2020
Q4 | $1.18M | Buy |
12,502
+560
| +5% | +$52.9K | 0.71% | 43 |
|
|
2020
Q3 | $1.04M | Buy |
11,942
+517
| +5% | +$44.9K | 0.78% | 39 |
|
|
2020
Q2 | $998K | Buy |
11,425
+787
| +7% | +$68.7K | 0.78% | 35 |
|
|
2020
Q1 | $877K | Buy |
10,638
+496
| +5% | +$40.9K | 0.91% | 32 |
|
|
2019
Q4 | $960K | Buy |
10,142
+811
| +9% | +$76.8K | 0.73% | 41 |
|
|
2019
Q3 | $811K | Sell |
9,331
-167
| -2% | -$14.5K | 0.67% | 48 |
|
|
2019
Q2 | $867K | Buy |
9,498
+284
| +3% | +$25.9K | 0.73% | 40 |
|
|
2019
Q1 | $689K | Buy |
9,214
+680
| +8% | +$50.8K | 0.63% | 47 |
|
|
2018
Q4 | $656K | Buy |
+8,534
| New | +$656K | 0.72% | 37 |
|