Westside Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Buy |
+242
| New | +$29.8K | 0.01% | 564 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$2.63K | – | 906 |
|
|
2023
Q4 | $2.63K | Hold |
26
| – | – | ﹤0.01% | 769 |
|
|
2023
Q3 | $2.65K | Hold |
26
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $2.62K | Hold |
26
| – | – | ﹤0.01% | 753 |
|
|
2023
Q1 | $2.39K | Hold |
26
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $2 | Hold |
26
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $1 | Sell |
26
-26
| -50% | -$1 | ﹤0.01% | 786 |
|
|
2022
Q2 | $4 | Hold |
52
| – | – | ﹤0.01% | 712 |
|
|
2022
Q1 | $4 | Hold |
52
| – | – | ﹤0.01% | 703 |
|
|
2021
Q4 | $4 | Hold |
52
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $4 | Hold |
52
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $4 | Hold |
52
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $4 | Hold |
52
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $4 | Hold |
52
| – | – | ﹤0.01% | 577 |
|
|
2020
Q3 | $4 | Hold |
52
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $4 | Hold |
52
| – | – | ﹤0.01% | 560 |
|
|
2020
Q1 | $4 | Buy |
+52
| New | +$4 | ﹤0.01% | 551 |
|
|
2019
Q2 | $4 | Buy |
+52
| New | +$4 | ﹤0.01% | 569 |
|
|
2018
Q4 | $8.75K | Hold |
114
| – | – | ﹤0.01% | 497 |
|
|
2018
Q3 | $8.81K | Hold |
114
| – | – | ﹤0.01% | 519 |
|
|
2018
Q2 | $7.62K | Hold |
114
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $8.12K | Hold |
114
| – | – | ﹤0.01% | 585 |
|
|
2017
Q4 | $8.79K | Hold |
114
| – | – | ﹤0.01% | 593 |
|
|
2017
Q3 | $8.71K | Hold |
114
| – | – | 0.01% | 580 |
|
|
2017
Q2 | $8.37K | Sell |
114
-144
| -56% | -$10.6K | 0.01% | 582 |
|
|
2017
Q1 | $17K | Buy |
258
+56
| +28% | +$3.7K | 0.01% | 382 |
|
|
2016
Q4 | $13.2K | Buy |
+202
| New | +$13.2K | 0.01% | 346 |
|