Williams Jones Wealth 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 | $1.34M | Buy |
11,078
+145
| +1% | +$17.5K | 0.02% | 225 |
|
|
2025
Q1 | $1.22M | Hold |
10,933
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $1.06M | Sell |
10,933
-200
| -2% | -$19.5K | 0.01% | 250 |
|
|
2024
Q3 | $1.28M | Sell |
11,133
-154
| -1% | -$17.7K | 0.02% | 238 |
|
|
2024
Q2 | $1.2M | Sell |
11,287
-250
| -2% | -$26.6K | 0.01% | 239 |
|
|
2024
Q1 | $1.12M | Sell |
11,537
-530
| -4% | -$51.3K | 0.01% | 251 |
|
|
2023
Q4 | $1.22M | Sell |
12,067
-242
| -2% | -$24.4K | 0.02% | 239 |
|
|
2023
Q3 | $1.25M | Buy |
12,309
+51
| +0.4% | +$5.2K | 0.02% | 234 |
|
|
2023
Q2 | $1.24M | Buy |
12,258
+116
| +1% | +$11.7K | 0.02% | 234 |
|
|
2023
Q1 | $1.12M | Sell |
12,142
-227
| -2% | -$20.9K | 0.02% | 261 |
|
|
2022
Q4 | $1.12M | Sell |
12,369
-473
| -4% | -$42.9K | 0.02% | 252 |
|
|
2022
Q3 | $976K | Buy |
12,842
+73
| +0.6% | +$5.55K | 0.02% | 272 |
|
|
2022
Q2 | $1.08M | Buy |
12,769
+3,763
| +42% | +$318K | 0.02% | 261 |
|
|
2022
Q1 | $790K | Buy |
9,006
+1,979
| +28% | +$174K | 0.01% | 293 |
|
|
2021
Q4 | $615K | Buy |
7,027
+280
| +4% | +$24.5K | 0.01% | 303 |
|
|
2021
Q3 | $552K | Sell |
6,747
-43
| -0.6% | -$3.52K | 0.01% | 308 |
|
|
2021
Q2 | $620K | Buy |
6,790
+478
| +8% | +$43.6K | 0.01% | 296 |
|
|
2021
Q1 | $540K | Sell |
6,312
-500
| -7% | -$42.8K | 0.01% | 302 |
|
|
2020
Q4 | $643K | Sell |
6,812
-18
| -0.3% | -$1.7K | 0.01% | 261 |
|
|
2020
Q3 | $594K | Sell |
6,830
-125
| -2% | -$10.9K | 0.01% | 245 |
|
|
2020
Q2 | $607K | Buy |
6,955
+233
| +3% | +$20.3K | 0.01% | 239 |
|
|
2020
Q1 | $554K | Buy |
6,722
+423
| +7% | +$34.9K | 0.01% | 221 |
|
|
2019
Q4 | $596K | Sell |
6,299
-1,408
| -18% | -$133K | 0.01% | 256 |
|
|
2019
Q3 | $670K | Buy |
+7,707
| New | +$670K | 0.01% | 234 |
|