AIMZ Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
13,328
-24
| -0.2% | -$2.9K | 0.54% | 60 |
|
|
2025
Q1 | $1.49M | Buy |
13,352
+64
| +0.5% | +$7.14K | 0.52% | 64 |
|
|
2024
Q4 | $1.29M | Sell |
13,288
-100
| -0.7% | -$9.73K | 0.45% | 64 |
|
|
2024
Q3 | $1.54M | Sell |
13,388
-100
| -0.7% | -$11.5K | 0.53% | 58 |
|
|
2024
Q2 | $1.44M | Buy |
13,488
+10
| +0.1% | +$1.07K | 0.51% | 59 |
|
|
2024
Q1 | $1.3M | Sell |
13,478
-50
| -0.4% | -$4.84K | 0.49% | 60 |
|
|
2023
Q4 | $1.37M | Sell |
13,528
-200
| -1% | -$20.2K | 0.55% | 57 |
|
|
2023
Q3 | $1.4M | Hold |
13,728
| – | – | 0.62% | 53 |
|
|
2023
Q2 | $1.39M | Sell |
13,728
-200
| -1% | -$20.2K | 0.6% | 55 |
|
|
2023
Q1 | $1.28M | Sell |
13,928
-42
| -0.3% | -$3.86K | 0.57% | 58 |
|
|
2022
Q4 | $1.27M | Sell |
13,970
-100
| -0.7% | -$9.07K | 0.6% | 55 |
|
|
2022
Q3 | $1.07M | Sell |
14,070
-100
| -0.7% | -$7.6K | 0.54% | 58 |
|
|
2022
Q2 | $1.2M | Hold |
14,170
| – | – | 0.57% | 56 |
|
|
2022
Q1 | $1.24M | Sell |
14,170
-276
| -2% | -$24.2K | 0.51% | 63 |
|
|
2021
Q4 | $1.26M | Buy |
14,446
+200
| +1% | +$17.5K | 0.49% | 63 |
|
|
2021
Q3 | $1.17M | Hold |
14,246
| – | – | 0.53% | 63 |
|
|
2021
Q2 | $1.3M | Hold |
14,246
| – | – | 0.58% | 57 |
|
|
2021
Q1 | $1.22M | Buy |
14,246
+7
| +0% | +$598 | 0.6% | 55 |
|
|
2020
Q4 | $1.35M | Hold |
14,239
| – | – | 0.7% | 45 |
|
|
2020
Q3 | $1.24M | Sell |
14,239
-50
| -0.3% | -$4.35K | 0.74% | 45 |
|
|
2020
Q2 | $1.25M | Hold |
14,289
| – | – | 0.81% | 42 |
|
|
2020
Q1 | $1.18M | Sell |
14,289
-68
| -0.5% | -$5.61K | 0.92% | 39 |
|
|
2019
Q4 | $1.36M | Sell |
14,357
-200
| -1% | -$18.9K | 0.88% | 44 |
|
|
2019
Q3 | $1.27M | Sell |
14,557
-225
| -2% | -$19.6K | 0.87% | 45 |
|
|
2019
Q2 | $1.35M | Sell |
14,782
-1,715
| -10% | -$157K | 0.93% | 39 |
|
|
2019
Q1 | $1.42M | Sell |
16,497
-106
| -0.6% | -$9.13K | 0.98% | 41 |
|
|
2018
Q4 | $1.28M | Sell |
16,603
-223
| -1% | -$17.2K | 0.99% | 40 |
|
|
2018
Q3 | $1.3M | Sell |
16,826
-112
| -0.7% | -$8.65K | 0.84% | 47 |
|
|
2018
Q2 | $1.15M | Buy |
16,938
+61
| +0.4% | +$4.13K | 0.81% | 50 |
|
|
2018
Q1 | $1.22M | Sell |
16,877
-56
| -0.3% | -$4.06K | 0.89% | 46 |
|
|
2017
Q4 | $1.27M | Sell |
16,933
-56
| -0.3% | -$4.21K | 0.96% | 43 |
|
|
2017
Q3 | $1.31M | Hold |
16,989
| – | – | 1.07% | 38 |
|
|
2017
Q2 | $1.27M | Sell |
16,989
-47
| -0.3% | -$3.52K | 1.07% | 37 |
|
|
2017
Q1 | $1.13M | Hold |
17,036
| – | – | 0.96% | 42 |
|
|
2016
Q4 | $1.11M | Hold |
17,036
| – | – | 0.99% | 40 |
|
|
2016
Q3 | $1.21M | Hold |
17,036
| – | – | 1.08% | 37 |
|
|
2016
Q2 | $1.26M | Sell |
17,036
-18,130
| -52% | -$1.34M | 1.16% | 34 |
|
|
2016
Q1 | $2.7M | Buy |
35,166
+17,636
| +101% | +$1.35M | 1.19% | 27 |
|
|
2015
Q4 | $1.35M | Sell |
17,530
-112
| -0.6% | -$8.63K | 1.23% | 31 |
|
|
2015
Q3 | $1.45M | Hold |
17,642
| – | – | 1.33% | 27 |
|
|
2015
Q2 | $1.56M | Sell |
17,642
-106
| -0.6% | -$9.34K | 1.35% | 26 |
|
|
2015
Q1 | $1.57M | Buy |
17,748
+20
| +0.1% | +$1.77K | 1.34% | 25 |
|
|
2014
Q4 | $1.47M | Buy |
+17,728
| New | +$1.47M | 1.31% | 26 |
|