Wealthspire Advisors (New York)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
4,552
+423
| +10% | +$51.2K | ﹤0.01% | 515 |
|
|
2025
Q1 | $460K | Buy |
4,129
+1,319
| +47% | +$147K | ﹤0.01% | 531 |
|
|
2024
Q4 | $273K | Sell |
2,810
-440
| -14% | -$42.8K | ﹤0.01% | 664 |
|
|
2024
Q3 | $374K | Buy |
3,250
+132
| +4% | +$15.2K | ﹤0.01% | 567 |
|
|
2024
Q2 | $332K | Sell |
3,118
-27
| -0.9% | -$2.88K | ﹤0.01% | 518 |
|
|
2024
Q1 | $305K | Sell |
3,145
-87
| -3% | -$8.44K | ﹤0.01% | 517 |
|
|
2023
Q4 | $326K | Buy |
3,232
+30
| +0.9% | +$3.03K | ﹤0.01% | 505 |
|
|
2023
Q3 | $326K | Buy |
3,202
+766
| +31% | +$78K | 0.01% | 468 |
|
|
2023
Q2 | $246K | Sell |
2,436
-375
| -13% | -$37.8K | ﹤0.01% | 484 |
|
|
2023
Q1 | $259K | Sell |
2,811
-2,382
| -46% | -$219K | ﹤0.01% | 464 |
|
|
2022
Q4 | $471K | Buy |
5,193
+1,419
| +38% | +$129K | 0.01% | 374 |
|
|
2022
Q3 | $287K | Buy |
3,774
+628
| +20% | +$47.8K | 0.01% | 421 |
|
|
2022
Q2 | $266K | Buy |
3,146
+596
| +23% | +$50.4K | 0.01% | 424 |
|
|
2022
Q1 | $224K | Sell |
2,550
-2,498
| -49% | -$219K | 0.01% | 399 |
|
|
2021
Q4 | $442K | Sell |
5,048
-3,602
| -42% | -$315K | 0.01% | 345 |
|
|
2021
Q3 | $707K | Buy |
+8,650
| New | +$707K | 0.01% | 297 |
|
|
2021
Q2 | – | Sell |
-4,982
| Closed | -$426K | – | 570 |
|
|
2021
Q1 | $426K | Sell |
4,982
-231
| -4% | -$19.8K | 0.01% | 435 |
|
|
2020
Q4 | $492K | Buy |
5,213
+2,435
| +88% | +$230K | 0.01% | 312 |
|
|
2020
Q3 | $242K | Sell |
2,778
-50
| -2% | -$4.36K | 0.01% | 263 |
|
|
2020
Q2 | $247K | Sell |
2,828
-13,192
| -82% | -$1.15M | 0.02% | 230 |
|
|
2020
Q1 | $1.32M | Buy |
16,020
+13,351
| +500% | +$1.1M | 0.06% | 163 |
|
|
2019
Q4 | $253K | Buy |
+2,669
| New | +$253K | 0.02% | 173 |
|
|
2019
Q1 | – | Sell |
-1,261
| Closed | -$97K | – | 563 |
|
|
2018
Q4 | $97K | Buy |
+1,261
| New | +$97K | 0.01% | 114 |
|