XML Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
9,629
-866
| -8% | -$105K | 0.1% | 165 |
|
|
2025
Q1 | $1.17M | Buy |
10,495
+40
| +0.4% | +$4.46K | 0.11% | 156 |
|
|
2024
Q4 | $1.02M | Buy |
10,455
+656
| +7% | +$63.8K | 0.09% | 170 |
|
|
2024
Q3 | $1.13M | Buy |
9,799
+551
| +6% | +$63.4K | 0.1% | 164 |
|
|
2024
Q2 | $985K | Sell |
9,248
-427
| -4% | -$45.5K | 0.1% | 168 |
|
|
2024
Q1 | $936K | Sell |
9,675
-2,415
| -20% | -$234K | 0.1% | 170 |
|
|
2023
Q4 | $1.22M | Sell |
12,090
-41
| -0.3% | -$4.14K | 0.13% | 142 |
|
|
2023
Q3 | $1.24M | Buy |
12,131
+137
| +1% | +$14K | 0.15% | 134 |
|
|
2023
Q2 | $1.21M | Sell |
11,994
-575
| -5% | -$58K | 0.14% | 140 |
|
|
2023
Q1 | $1.16M | Sell |
12,569
-420
| -3% | -$38.6K | 0.14% | 141 |
|
|
2022
Q4 | $1.18M | Buy |
12,989
+200
| +2% | +$18.1K | 0.15% | 136 |
|
|
2022
Q3 | $972K | Buy |
+12,789
| New | +$972K | 0.13% | 139 |
|
|
2022
Q2 | – | Sell |
-12,749
| Closed | -$1.12M | – | 302 |
|
|
2022
Q1 | $1.12M | Buy |
12,749
+3
| +0% | +$263 | 0.13% | 149 |
|
|
2021
Q4 | $1.12M | Hold |
12,746
| – | – | 0.13% | 147 |
|
|
2021
Q3 | $1.04M | Buy |
+12,746
| New | +$1.04M | 0.14% | 143 |
|