Atria Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.54M | Buy |
62,456
+4,190
| +7% | +$642K | 0.11% | 205 |
|
|
2025
Q4 | $8.03M | Sell |
58,266
-199
| -0.3% | -$26.1K | 0.09% | 241 |
|
|
2025
Q3 | $7.5M | Buy |
58,465
+5,179
| +10% | +$632K | 0.09% | 260 |
|
|
2025
Q2 | $6.45M | Buy |
53,286
+6,793
| +15% | +$766K | 0.08% | 300 |
|
|
2025
Q1 | $5.18M | Buy |
46,493
+3,230
| +7% | +$344K | 0.07% | 363 |
|
|
2024
Q4 | $4.21M | Sell |
43,263
-2,777
| -6% | -$296K | 0.05% | 407 |
|
|
2024
Q3 | $5.3M | Buy |
46,040
+191
| +0.4% | +$21.7K | 0.07% | 336 |
|
|
2024
Q2 | $4.88M | Sell |
45,849
-2,632
| -5% | -$264K | 0.06% | 340 |
|
|
2024
Q1 | $4.69M | Buy |
48,481
+3,834
| +9% | +$393K | 0.06% | 354 |
|
|
2023
Q4 | $4.51M | Sell |
44,647
-878
| -2% | -$84.7K | 0.07% | 324 |
|
|
2023
Q3 | $4.64M | Buy |
45,525
+2,060
| +5% | +$209K | 0.08% | 299 |
|
|
2023
Q2 | $4.38M | Sell |
43,465
-2,756
| -6% | -$276K | 0.08% | 302 |
|
|
2023
Q1 | $4.25M | Sell |
46,221
-17,452
| -27% | -$1.52M | 0.08% | 300 |
|
|
2022
Q4 | $5.78M | Sell |
63,673
-3,039
| -5% | -$256K | 0.12% | 218 |
|
|
2022
Q3 | $5.07M | Sell |
66,712
-3,660
| -5% | -$303K | 0.11% | 229 |
|
|
2022
Q2 | $5.95M | Sell |
70,372
-4,693
| -6% | -$412K | 0.12% | 201 |
|
|
2022
Q1 | $6.59M | Sell |
75,065
-1,520
| -2% | -$132K | 0.12% | 209 |
|
|
2021
Q4 | $6.7M | Sell |
76,585
-17,971
| -19% | -$1.49M | 0.12% | 207 |
|
|
2021
Q3 | $7.73M | Buy |
94,556
+4,157
| +5% | +$374K | 0.14% | 163 |
|
|
2021
Q2 | $8.25M | Buy |
90,399
+6,772
| +8% | +$603K | 0.16% | 145 |
|
|
2021
Q1 | $7.15M | Sell |
83,627
-3,799
| -4% | -$341K | 0.16% | 147 |
|
|
2020
Q4 | $8.26M | Buy |
87,426
+17,070
| +24% | +$1.49M | 0.2% | 125 |
|
|
2020
Q3 | $6.12M | Buy |
70,356
+2,682
| +4% | +$232K | 0.19% | 129 |
|
|
2020
Q2 | $5.91M | Buy |
67,674
+8,440
| +14% | +$729K | 0.2% | 121 |
|
|
2020
Q1 | $4.88M | Buy |
59,234
+17,659
| +42% | +$1.58M | 0.37% | 66 |
|
|
2019
Q4 | $3.94M | Buy |
41,575
+25,429
| +157% | +$2.28M | 0.11% | 182 |
|
|
2019
Q3 | $1.4M | Sell |
16,146
-570
| -3% | -$51.2K | 0.05% | 312 |
|
|
2019
Q2 | $1.5M | Buy |
16,716
+1,966
| +13% | +$166K | 0.06% | 284 |
|
|
2019
Q1 | $1.27M | Sell |
14,750
-13,172
| -47% | -$1.06M | 0.05% | 295 |
|
|
2018
Q4 | $2.15M | Sell |
27,922
-1,261
| -4% | -$98.2K | 0.1% | 171 |
|
|
2018
Q3 | $2.25M | Buy |
29,183
+3,001
| +11% | +$222K | 0.09% | 203 |
|
|
2018
Q2 | $1.77M | Sell |
26,182
-1,526
| -6% | -$105K | 0.08% | 253 |
|
|
2018
Q1 | $2.01M | Buy |
27,708
+473
| +2% | +$36K | 0.1% | 223 |
|
|
2017
Q4 | $2.05M | Buy |
27,235
+2,622
| +11% | +$198K | 0.1% | 209 |
|
|
2017
Q3 | $1.89M | Sell |
24,613
-3,798
| -13% | -$287K | 0.1% | 195 |
|
|
2017
Q2 | $2.13M | Buy |
28,411
+520
| +2% | +$36.9K | 0.13% | 176 |
|
|
2017
Q1 | $1.86M | Sell |
27,891
-267
| -0.9% | -$17.8K | 0.12% | 190 |
|
|
2016
Q4 | $1.84M | Buy |
28,158
+11,671
| +71% | +$757K | 0.14% | 142 |
|
|
2016
Q3 | $1.17M | Buy |
16,487
+4,797
| +41% | +$350K | 0.11% | 167 |
|
|
2016
Q2 | $856K | Buy |
11,690
+288
| +3% | +$19.9K | 0.09% | 184 |
|
|
2016
Q1 | $740K | Sell |
11,402
-421
| -4% | -$28.6K | 0.08% | 184 |
|
|
2015
Q4 | $864K | Buy |
11,823
+862
| +8% | +$68.5K | 0.1% | 160 |
|
|
2015
Q3 | $903K | Buy |
10,961
+1,034
| +10% | +$92K | 0.12% | 123 |
|
|
2015
Q2 | $875K | Buy |
9,927
+604
| +6% | +$55.4K | 0.1% | 150 |
|
|
2015
Q1 | $824K | Sell |
9,323
-1,985
| -18% | -$176K | 0.09% | 174 |
|
|
2014
Q4 | $939K | Sell |
11,308
-359
| -3% | -$29.8K | 0.1% | 170 |
|
|
2014
Q3 | $984K | Buy |
11,667
+298
| +3% | +$24.1K | 0.1% | 174 |
|
|
2014
Q2 | $922K | Sell |
11,369
-8,995
| -44% | -$708K | 0.09% | 187 |
|
|
2014
Q1 | $1.55M | Buy |
20,364
+141
| +0.7% | +$10.3K | 0.16% | 117 |
|
|
2013
Q4 | $1.46M | Sell |
20,223
-2,077
| -9% | -$144K | 0.15% | 125 |
|
|
2013
Q3 | $1.53M | Buy |
22,300
+1,482
| +7% | +$98.1K | 0.16% | 95 |
|
|
2013
Q2 | $1.32M | Buy |
+20,818
| New | +$1.35M | 0.16% | 83 |
|
Other funds holding NVS
