Americana Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21M Buy
26,547
+792
+3% +$95.8K 0.11% 157
2025
Q1
$2.87M Buy
25,755
+264
+1% +$29.4K 0.11% 145
2024
Q4
$2.48M Sell
25,491
-2,527
-9% -$246K 0.1% 164
2024
Q3
$3.22M Buy
28,018
+129
+0.5% +$14.8K 0.22% 105
2024
Q2
$2.97M Buy
27,889
+318
+1% +$33.9K 0.23% 105
2024
Q1
$2.67M Sell
27,571
-310
-1% -$30K 0.22% 113
2023
Q4
$2.82M Buy
27,881
+15,387
+123% +$1.55M 0.27% 93
2023
Q3
$1.26M Sell
12,494
-423
-3% -$42.7K 0.14% 135
2023
Q2
$1.3M Sell
12,917
-1,909
-13% -$193K 0.17% 122
2023
Q1
$1.36M Buy
14,826
+100
+0.7% +$9.2K 0.22% 107
2022
Q4
$1.33M Sell
14,726
-17,203
-54% -$1.55M 0.23% 99
2022
Q3
$2.43M Buy
31,929
+19,735
+162% +$1.5M 0.43% 72
2022
Q2
$994K Buy
12,194
+8,419
+223% +$686K 0.18% 110
2022
Q1
$328K Sell
3,775
-11,111
-75% -$965K 0.1% 172
2021
Q4
$1.3M Buy
14,886
+11,763
+377% +$1.03M 0.24% 99
2021
Q3
$255K Buy
+3,123
New +$255K 0.06% 209
2020
Q1
Sell
-98
Closed -$9K 378
2019
Q4
$9K Buy
+98
New +$9K 0.01% 438