Anchor Investment 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 | $838K | Sell |
6,926
-100
| -1% | -$12.1K | 0.07% | 204 |
|
|
2025
Q1 | $783K | Sell |
7,026
-500
| -7% | -$55.7K | 0.07% | 205 |
|
|
2024
Q4 | $732K | Hold |
7,526
| – | – | 0.07% | 214 |
|
|
2024
Q3 | $866K | Sell |
7,526
-75
| -1% | -$8.63K | 0.08% | 200 |
|
|
2024
Q2 | $809K | Sell |
7,601
-100
| -1% | -$10.6K | 0.08% | 192 |
|
|
2024
Q1 | $745K | Buy |
7,701
+17
| +0.2% | +$1.64K | 0.08% | 207 |
|
|
2023
Q4 | $776K | Hold |
7,684
| – | – | 0.09% | 192 |
|
|
2023
Q3 | $783K | Sell |
7,684
-200
| -3% | -$20.4K | 0.1% | 182 |
|
|
2023
Q2 | $796K | Hold |
7,884
| – | – | 0.1% | 178 |
|
|
2023
Q1 | $725K | Hold |
7,884
| – | – | 0.1% | 187 |
|
|
2022
Q4 | $715K | Sell |
7,884
-300
| -4% | -$27.2K | 0.1% | 186 |
|
|
2022
Q3 | $622K | Sell |
8,184
-400
| -5% | -$30.4K | 0.1% | 188 |
|
|
2022
Q2 | $726K | Hold |
8,584
| – | – | 0.11% | 180 |
|
|
2022
Q1 | $753K | Hold |
8,584
| – | – | 0.1% | 195 |
|
|
2021
Q4 | $751K | Buy |
8,584
+334
| +4% | +$29.2K | 0.09% | 200 |
|
|
2021
Q3 | $675K | Sell |
8,250
-565
| -6% | -$46.2K | 0.09% | 199 |
|
|
2021
Q2 | $804K | Sell |
8,815
-300
| -3% | -$27.4K | 0.11% | 182 |
|
|
2021
Q1 | $779K | Hold |
9,115
| – | – | 0.12% | 175 |
|
|
2020
Q4 | $861K | Sell |
9,115
-200
| -2% | -$18.9K | 0.15% | 141 |
|
|
2020
Q3 | $810K | Sell |
9,315
-140
| -1% | -$12.2K | 0.16% | 135 |
|
|
2020
Q2 | $826K | Sell |
9,455
-175
| -2% | -$15.3K | 0.18% | 131 |
|
|
2020
Q1 | $794K | Buy |
9,630
+29
| +0.3% | +$2.39K | 0.2% | 126 |
|
|
2019
Q4 | $909K | Sell |
9,601
-300
| -3% | -$28.4K | 0.19% | 130 |
|
|
2019
Q3 | $860K | Hold |
9,901
| – | – | 0.2% | 127 |
|
|
2019
Q2 | $904K | Sell |
9,901
-2,929
| -23% | -$267K | 0.22% | 125 |
|
|
2019
Q1 | $1.11M | Sell |
12,830
-55
| -0.4% | -$4.74K | 0.28% | 101 |
|
|
2018
Q4 | $991K | Sell |
12,885
-1,991
| -13% | -$153K | 0.28% | 101 |
|
|
2018
Q3 | $1.15M | Hold |
14,876
| – | – | 0.26% | 101 |
|
|
2018
Q2 | $1.01M | Sell |
14,876
-112
| -0.7% | -$7.58K | 0.25% | 113 |
|
|
2018
Q1 | $1.09M | Sell |
14,988
-669
| -4% | -$48.5K | 0.28% | 99 |
|
|
2017
Q4 | $1.18M | Sell |
15,657
-168
| -1% | -$12.6K | 0.31% | 91 |
|
|
2017
Q3 | $1.22M | Hold |
15,825
| – | – | 0.36% | 84 |
|
|
2017
Q2 | $1.18M | Buy |
15,825
+4,576
| +41% | +$342K | 0.39% | 77 |
|
|
2017
Q1 | $749K | Buy |
11,249
+1,137
| +11% | +$75.7K | 0.26% | 96 |
|
|
2016
Q4 | $660K | Sell |
10,112
-446
| -4% | -$29.1K | 0.25% | 101 |
|
|
2016
Q3 | $747K | Hold |
10,558
| – | – | 0.29% | 92 |
|
|
2016
Q2 | $781K | Buy |
10,558
+1,897
| +22% | +$140K | 0.31% | 88 |
|
|
2016
Q1 | $562K | Buy |
+8,661
| New | +$562K | 0.23% | 111 |
|