Waverly 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 | $1.67M | Buy |
13,778
+173
| +1% | +$20.9K | 0.02% | 524 |
|
|
2025
Q1 | $1.52M | Buy |
13,605
+3,362
| +33% | +$375K | 0.02% | 533 |
|
|
2024
Q4 | $997K | Buy |
10,243
+2,256
| +28% | +$220K | 0.02% | 509 |
|
|
2024
Q3 | $919K | Sell |
7,987
-537
| -6% | -$61.8K | 0.02% | 458 |
|
|
2024
Q2 | $907K | Buy |
8,524
+4,187
| +97% | +$446K | 0.02% | 451 |
|
|
2024
Q1 | $420K | Buy |
4,337
+1,433
| +49% | +$139K | 0.01% | 510 |
|
|
2023
Q4 | $293K | Buy |
2,904
+338
| +13% | +$34.1K | 0.01% | 358 |
|
|
2023
Q3 | $261K | Buy |
+2,566
| New | +$261K | 0.01% | 345 |
|
|
2018
Q1 | – | Sell |
-227
| Closed | -$17K | – | 309 |
|
|
2017
Q4 | $17K | Buy |
+227
| New | +$17K | ﹤0.01% | 300 |
|
|
2015
Q4 | – | Sell |
-751
| Closed | -$62K | – | 308 |
|
|
2015
Q3 | $62K | Hold |
751
| – | – | 0.04% | 109 |
|
|
2015
Q2 | $66K | Buy |
751
+93
| +14% | +$8.17K | 0.04% | 103 |
|
|
2015
Q1 | $58K | Hold |
658
| – | – | 0.03% | 111 |
|
|
2014
Q4 | $55K | Sell |
658
-430
| -40% | -$35.9K | 0.03% | 110 |
|
|
2014
Q3 | $92K | Hold |
1,088
| – | – | 0.05% | 150 |
|
|
2014
Q2 | $88K | Sell |
1,088
-95
| -8% | -$7.68K | 0.04% | 163 |
|
|
2014
Q1 | $90K | Sell |
1,183
-264
| -18% | -$20.1K | 0.04% | 157 |
|
|
2013
Q4 | $104K | Buy |
1,447
+469
| +48% | +$33.7K | 0.04% | 224 |
|
|
2013
Q3 | $67K | Buy |
+978
| New | +$67K | 0.03% | 202 |
|