Ancora 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 | $321K | Sell |
2,653
-154
| -5% | -$18.6K | 0.01% | 622 |
|
|
2025
Q1 | $313K | Sell |
2,807
-269
| -9% | -$30K | 0.01% | 620 |
|
|
2024
Q4 | $299K | Hold |
3,076
| – | – | 0.01% | 613 |
|
|
2024
Q3 | $354K | Sell |
3,076
-61
| -2% | -$7.02K | 0.01% | 566 |
|
|
2024
Q2 | $334K | Buy |
3,137
+68
| +2% | +$7.24K | 0.01% | 559 |
|
|
2024
Q1 | $297K | Hold |
3,069
| – | – | 0.01% | 580 |
|
|
2023
Q4 | $310K | Sell |
3,069
-319
| -9% | -$32.2K | 0.01% | 564 |
|
|
2023
Q3 | $345K | Buy |
3,388
+117
| +4% | +$11.9K | 0.01% | 530 |
|
|
2023
Q2 | $330K | Sell |
3,271
-71
| -2% | -$7.16K | 0.01% | 529 |
|
|
2023
Q1 | $308K | Hold |
3,342
| – | – | 0.01% | 556 |
|
|
2022
Q4 | $303K | Sell |
3,342
-106
| -3% | -$9.61K | 0.01% | 573 |
|
|
2022
Q3 | $262K | Sell |
3,448
-7
| -0.2% | -$532 | 0.01% | 637 |
|
|
2022
Q2 | $292K | Sell |
3,455
-161
| -4% | -$13.6K | 0.01% | 638 |
|
|
2022
Q1 | $317K | Sell |
3,616
-107
| -3% | -$9.38K | 0.01% | 662 |
|
|
2021
Q4 | $325K | Sell |
3,723
-2,706
| -42% | -$236K | 0.01% | 654 |
|
|
2021
Q3 | $526K | Buy |
6,429
+2,786
| +76% | +$228K | 0.01% | 525 |
|
|
2021
Q2 | $332K | Buy |
3,643
+30
| +0.8% | +$2.73K | 0.01% | 638 |
|
|
2021
Q1 | $309K | Sell |
3,613
-23
| -0.6% | -$1.97K | 0.01% | 620 |
|
|
2020
Q4 | $344K | Buy |
3,636
+198
| +6% | +$18.7K | 0.01% | 521 |
|
|
2020
Q3 | $299K | Hold |
3,438
| – | – | 0.01% | 518 |
|
|
2020
Q2 | $300K | Buy |
3,438
+168
| +5% | +$14.7K | 0.01% | 519 |
|
|
2020
Q1 | $270K | Sell |
3,270
-300
| -8% | -$24.8K | 0.01% | 566 |
|
|
2019
Q4 | $338K | Hold |
3,570
| – | – | 0.01% | 554 |
|
|
2019
Q3 | $311K | Sell |
3,570
-41
| -1% | -$3.57K | 0.01% | 527 |
|
|
2019
Q2 | $330K | Sell |
3,611
-1,667
| -32% | -$152K | 0.01% | 485 |
|
|
2019
Q1 | $454K | Buy |
5,278
+38
| +0.7% | +$3.27K | 0.02% | 443 |
|
|
2018
Q4 | $403K | Hold |
5,240
| – | – | 0.02% | 453 |
|
|
2018
Q3 | $405K | Hold |
5,240
| – | – | 0.02% | 529 |
|
|
2018
Q2 | $355K | Sell |
5,240
-1,715
| -25% | -$116K | 0.02% | 550 |
|
|
2018
Q1 | $504K | Buy |
6,955
+1,075
| +18% | +$77.9K | 0.02% | 467 |
|
|
2017
Q4 | $443K | Buy |
5,880
+1,116
| +23% | +$84.1K | 0.02% | 461 |
|
|
2017
Q3 | $366K | Buy |
4,764
+139
| +3% | +$10.7K | 0.02% | 516 |
|
|
2017
Q2 | $346K | Hold |
4,625
| – | – | 0.02% | 487 |
|
|
2017
Q1 | $308K | Hold |
4,625
| – | – | 0.02% | 507 |
|
|
2016
Q4 | $302K | Buy |
4,625
+1,563
| +51% | +$102K | 0.02% | 489 |
|
|
2016
Q3 | $217K | Hold |
3,062
| – | – | 0.02% | 464 |
|
|
2016
Q2 | $226K | Buy |
+3,062
| New | +$226K | 0.03% | 445 |
|
|
2016
Q1 | – | Sell |
-3,062
| Closed | -$236K | – | 514 |
|
|
2015
Q4 | $236K | Hold |
3,062
| – | – | 0.03% | 428 |
|
|
2015
Q3 | $252K | Buy |
3,062
+356
| +13% | +$29.3K | 0.03% | 411 |
|
|
2015
Q2 | $238K | Buy |
+2,706
| New | +$238K | 0.03% | 440 |
|
|
2015
Q1 | – | Sell |
-2,930
| Closed | -$243K | – | 429 |
|
|
2014
Q4 | $243K | Buy |
+2,930
| New | +$243K | 0.03% | 423 |
|
|
2013
Q4 | – | Sell |
-4,687
| Closed | -$322K | – | 434 |
|
|
2013
Q3 | $322K | Hold |
4,687
| – | – | 0.06% | 300 |
|
|
2013
Q2 | $297K | Buy |
+4,687
| New | +$297K | 0.05% | 310 |
|