Advisors Capital 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 | $6.09M | Buy |
50,350
+4,733
| +10% | +$573K | 0.08% | 186 |
|
|
2025
Q1 | $5.09M | Buy |
45,617
+2,220
| +5% | +$247K | 0.08% | 191 |
|
|
2024
Q4 | $4.22M | Buy |
43,397
+295
| +0.7% | +$28.7K | 0.07% | 202 |
|
|
2024
Q3 | $4.96M | Buy |
43,102
+366
| +0.9% | +$42.1K | 0.08% | 190 |
|
|
2024
Q2 | $4.55M | Buy |
42,736
+3,816
| +10% | +$406K | 0.08% | 189 |
|
|
2024
Q1 | $3.77M | Buy |
38,920
+1,776
| +5% | +$172K | 0.07% | 204 |
|
|
2023
Q4 | $3.75M | Sell |
37,144
-132
| -0.4% | -$13.3K | 0.08% | 203 |
|
|
2023
Q3 | $3.8M | Buy |
37,276
+1,734
| +5% | +$177K | 0.1% | 173 |
|
|
2023
Q2 | $3.59M | Buy |
35,542
+1,127
| +3% | +$114K | 0.09% | 178 |
|
|
2023
Q1 | $3.17M | Buy |
34,415
+4,051
| +13% | +$373K | 0.08% | 180 |
|
|
2022
Q4 | $2.76M | Sell |
30,364
-1,275
| -4% | -$116K | 0.07% | 189 |
|
|
2022
Q3 | $2.64M | Buy |
31,639
+2,713
| +9% | +$226K | 0.07% | 201 |
|
|
2022
Q2 | $2.45M | Buy |
28,926
+1,946
| +7% | +$164K | 0.07% | 194 |
|
|
2022
Q1 | $2.37M | Buy |
26,980
+4,031
| +18% | +$354K | 0.06% | 198 |
|
|
2021
Q4 | $2.01M | Sell |
22,949
-72,166
| -76% | -$6.31M | 0.05% | 207 |
|
|
2021
Q3 | $7.78M | Buy |
95,115
+5,634
| +6% | +$461K | 0.24% | 115 |
|
|
2021
Q2 | $8.16M | Sell |
89,481
-47,620
| -35% | -$4.34M | 0.26% | 111 |
|
|
2021
Q1 | $11.7M | Buy |
137,101
+3,329
| +2% | +$285K | 0.41% | 83 |
|
|
2020
Q4 | $12.6M | Buy |
133,772
+5,805
| +5% | +$548K | 0.48% | 71 |
|
|
2020
Q3 | $11.1M | Sell |
127,967
-3,145
| -2% | -$273K | 0.52% | 69 |
|
|
2020
Q2 | $11.5M | Sell |
131,112
-84,538
| -39% | -$7.38M | 0.57% | 58 |
|
|
2020
Q1 | $17.8M | Buy |
215,650
+2,685
| +1% | +$221K | 1.13% | 31 |
|
|
2019
Q4 | $20.2M | Buy |
212,965
+10,558
| +5% | +$1,000K | 0.94% | 29 |
|
|
2019
Q3 | $17.6M | Buy |
202,407
+12,045
| +6% | +$1.05M | 0.96% | 35 |
|
|
2019
Q2 | $17.4M | Sell |
190,362
-10,891
| -5% | -$994K | 1.03% | 27 |
|
|
2019
Q1 | $17.3M | Buy |
201,253
+412
| +0.2% | +$35.3K | 1.08% | 27 |
|
|
2018
Q4 | $15.4M | Buy |
200,841
+20,062
| +11% | +$1.54M | 1.12% | 21 |
|
|
2018
Q3 | $14M | Sell |
180,779
-4,235
| -2% | -$327K | 0.91% | 45 |
|
|
2018
Q2 | $12.5M | Buy |
185,014
+27,616
| +18% | +$1.87M | 0.86% | 50 |
|
|
2018
Q1 | $11.4M | Buy |
157,398
+11,801
| +8% | +$855K | 0.86% | 49 |
|
|
2017
Q4 | $11M | Sell |
145,597
-1,906
| -1% | -$143K | 0.87% | 44 |
|
|
2017
Q3 | $11.3M | Sell |
147,503
-1,237
| -0.8% | -$95.2K | 0.92% | 39 |
|
|
2017
Q2 | $11.1M | Buy |
148,740
+9,028
| +6% | +$675K | 0.91% | 42 |
|
|
2017
Q1 | $9.3M | Buy |
139,712
+14,133
| +11% | +$941K | 0.8% | 42 |
|
|
2016
Q4 | $8.2M | Buy |
125,579
+9,555
| +8% | +$624K | 0.78% | 48 |
|
|
2016
Q3 | $8.21M | Sell |
116,024
-12,008
| -9% | -$850K | 0.8% | 44 |
|
|
2016
Q2 | $9.47M | Buy |
128,032
+30,787
| +32% | +$2.28M | 0.97% | 34 |
|
|
2016
Q1 | $6.31M | Buy |
97,245
+6,208
| +7% | +$403K | 0.64% | 56 |
|
|
2015
Q4 | $7.02M | Buy |
91,037
+17,406
| +24% | +$1.34M | 0.71% | 53 |
|
|
2015
Q3 | $6.07M | Buy |
73,631
+28,819
| +64% | +$2.37M | 0.66% | 57 |
|
|
2015
Q2 | $3.95M | Buy |
+44,812
| New | +$3.95M | 0.43% | 84 |
|