AMG
Advisors Management Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
16,513
-215
| -1% | -$26K | 0.38% | 68 |
|
|
2025
Q1 | $1.87M | Sell |
16,728
-294
| -2% | -$32.8K | 0.41% | 65 |
|
|
2024
Q4 | $1.66M | Sell |
17,022
-187
| -1% | -$18.2K | 0.39% | 68 |
|
|
2024
Q3 | $1.98M | Sell |
17,209
-36
| -0.2% | -$4.14K | 0.47% | 63 |
|
|
2024
Q2 | $1.84M | Sell |
17,245
-150
| -0.9% | -$16K | 0.46% | 65 |
|
|
2024
Q1 | $1.68M | Sell |
17,395
-78
| -0.4% | -$7.55K | 0.42% | 70 |
|
|
2023
Q4 | $1.76M | Sell |
17,473
-1,020
| -6% | -$103K | 0.48% | 63 |
|
|
2023
Q3 | $1.88M | Sell |
18,493
-931
| -5% | -$94.8K | 0.57% | 58 |
|
|
2023
Q2 | $1.96M | Sell |
19,424
-688
| -3% | -$69.4K | 0.58% | 56 |
|
|
2023
Q1 | $1.85M | Sell |
20,112
-52
| -0.3% | -$4.78K | 0.59% | 53 |
|
|
2022
Q4 | $1.83M | Buy |
20,164
+383
| +2% | +$34.7K | 0.69% | 46 |
|
|
2022
Q3 | $1.5M | Sell |
19,781
-171
| -0.9% | -$13K | 0.6% | 49 |
|
|
2022
Q2 | $1.69M | Buy |
19,952
+171
| +0.9% | +$14.5K | 0.59% | 52 |
|
|
2022
Q1 | $1.74M | Sell |
19,781
-133
| -0.7% | -$11.7K | 0.59% | 48 |
|
|
2021
Q4 | $1.74M | Buy |
19,914
+47
| +0.2% | +$4.11K | 0.52% | 50 |
|
|
2021
Q3 | $1.63M | Sell |
19,867
-120
| -0.6% | -$9.82K | 0.5% | 51 |
|
|
2021
Q2 | $1.82M | Buy |
19,987
+7
| +0% | +$639 | 0.54% | 51 |
|
|
2021
Q1 | $1.71M | Sell |
19,980
-149
| -0.7% | -$12.7K | 0.54% | 52 |
|
|
2020
Q4 | $1.9M | Sell |
20,129
-189
| -0.9% | -$17.8K | 0.78% | 43 |
|
|
2020
Q3 | $1.77M | Sell |
20,318
-198
| -1% | -$17.2K | 0.73% | 44 |
|
|
2020
Q2 | $1.79M | Sell |
20,516
-999
| -5% | -$87.3K | 0.8% | 42 |
|
|
2020
Q1 | $1.77M | Buy |
21,515
+170
| +0.8% | +$14K | 0.85% | 41 |
|
|
2019
Q4 | $2.02M | Sell |
21,345
-141
| -0.7% | -$13.4K | 0.8% | 45 |
|
|
2019
Q3 | $1.87M | Sell |
21,486
-266
| -1% | -$23.1K | 0.77% | 45 |
|
|
2019
Q2 | $1.99M | Sell |
21,752
-231
| -1% | -$21.1K | 0.87% | 43 |
|
|
2019
Q1 | $2.11M | Buy |
21,983
+205
| +0.9% | +$19.7K | 0.94% | 43 |
|
|
2018
Q4 | $1.87M | Sell |
21,778
-641
| -3% | -$55K | 0.98% | 39 |
|
|
2018
Q3 | $1.93M | Sell |
22,419
-90
| -0.4% | -$7.76K | 0.89% | 43 |
|
|
2018
Q2 | $1.7M | Sell |
22,509
-237
| -1% | -$17.9K | 0.81% | 47 |
|
|
2018
Q1 | $1.85M | Sell |
22,746
-276
| -1% | -$22.4K | 0.95% | 45 |
|
|
2017
Q4 | $1.93M | Sell |
23,022
-57
| -0.2% | -$4.79K | 0.99% | 42 |
|
|
2017
Q3 | $1.98M | Sell |
23,079
-214
| -0.9% | -$18.4K | 1.05% | 40 |
|
|
2017
Q2 | $1.94M | Buy |
23,293
+184
| +0.8% | +$15.4K | 1.07% | 41 |
|
|
2017
Q1 | $1.72M | Buy |
23,109
+261
| +1% | +$19.4K | 1.08% | 40 |
|
|
2016
Q4 | $1.66M | Sell |
22,848
-66
| -0.3% | -$4.81K | 1.13% | 38 |
|
|
2016
Q3 | $1.81M | Buy |
22,914
+298
| +1% | +$23.5K | 1.21% | 39 |
|
|
2016
Q2 | $1.87M | Buy |
22,616
+258
| +1% | +$21.3K | 1.3% | 36 |
|
|
2016
Q1 | $1.62M | Buy |
22,358
+556
| +3% | +$40.3K | 1.18% | 39 |
|
|
2015
Q4 | $1.88M | Buy |
+21,802
| New | +$1.88M | 1.54% | 33 |
|