Wealth Alliance’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
3,567
-9
| -0.3% | -$1.09K | 0.05% | 330 |
|
|
2025
Q1 | $399K | Buy |
3,576
+149
| +4% | +$16.6K | 0.05% | 327 |
|
|
2024
Q4 | $333K | Sell |
3,427
-94
| -3% | -$9.15K | 0.04% | 354 |
|
|
2024
Q3 | $405K | Sell |
3,521
-162
| -4% | -$18.6K | 0.05% | 323 |
|
|
2024
Q2 | $392K | Buy |
3,683
+191
| +5% | +$20.3K | 0.05% | 310 |
|
|
2024
Q1 | $338K | Buy |
3,492
+72
| +2% | +$6.96K | 0.04% | 367 |
|
|
2023
Q4 | $345K | Sell |
3,420
-177
| -5% | -$17.9K | 0.05% | 342 |
|
|
2023
Q3 | $366K | Sell |
3,597
-392
| -10% | -$39.9K | 0.06% | 297 |
|
|
2023
Q2 | $403K | Sell |
3,989
-112
| -3% | -$11.3K | 0.06% | 293 |
|
|
2023
Q1 | $377K | Sell |
4,101
-17
| -0.4% | -$1.56K | 0.06% | 299 |
|
|
2022
Q4 | $374K | Sell |
4,118
-224
| -5% | -$20.3K | 0.07% | 287 |
|
|
2022
Q3 | $330K | Buy |
4,342
+921
| +27% | +$70K | 0.07% | 299 |
|
|
2022
Q2 | $289K | Buy |
+3,421
| New | +$289K | 0.06% | 333 |
|
|
2021
Q4 | – | Sell |
-7,175
| Closed | -$586K | – | 456 |
|
|
2021
Q3 | $586K | Buy |
7,175
+253
| +4% | +$20.7K | 0.13% | 174 |
|
|
2021
Q2 | $632K | Buy |
6,922
+670
| +11% | +$61.2K | 0.15% | 158 |
|
|
2021
Q1 | $534K | Sell |
6,252
-4,489
| -42% | -$383K | 0.15% | 163 |
|
|
2020
Q4 | $1.02M | Sell |
10,741
-689
| -6% | -$65.1K | 0.3% | 74 |
|
|
2020
Q3 | $994K | Sell |
11,430
-1,572
| -12% | -$137K | 0.36% | 69 |
|
|
2020
Q2 | $1.14M | Buy |
13,002
+4,807
| +59% | +$420K | 0.45% | 54 |
|
|
2020
Q1 | $676K | Buy |
+8,195
| New | +$676K | 0.36% | 76 |
|