Bank of Montreal’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.4M Buy
564,990
+469,080
+489% +$56.8M 0.03% 331
2025
Q1
$10.7M Sell
95,910
-444,402
-82% -$49.5M 0.01% 824
2024
Q4
$52.6M Sell
540,312
-240,668
-31% -$23.4M 0.02% 418
2024
Q3
$90.3M Buy
780,980
+123,077
+19% +$14.2M 0.04% 302
2024
Q2
$70.7M Buy
657,903
+509,567
+344% +$54.7M 0.02% 355
2024
Q1
$14.4M Buy
148,336
+2,901
+2% +$281K ﹤0.01% 784
2023
Q4
$14.7M Sell
145,435
-6,883
-5% -$695K ﹤0.01% 782
2023
Q3
$15.7M Buy
152,318
+378
+0.2% +$38.9K 0.01% 724
2023
Q2
$15.5M Sell
151,940
-4,203
-3% -$428K 0.01% 746
2023
Q1
$14.4M Sell
156,143
-3,297
-2% -$303K 0.01% 725
2022
Q4
$14.6M Sell
159,440
-65,151
-29% -$5.97M 0.01% 721
2022
Q3
$17.3K Buy
224,591
+66,313
+42% +$5.1K 0.01% 636
2022
Q2
$13.4K Sell
158,278
-7,643
-5% -$647 0.01% 783
2022
Q1
$14.6M Sell
165,921
-95,734
-37% -$8.42M 0.01% 812
2021
Q4
$22.9M Buy
261,655
+67,661
+35% +$5.92M 0.01% 680
2021
Q3
$16.2M Sell
193,994
-171,075
-47% -$14.3M 0.01% 949
2021
Q2
$33.8M Buy
365,069
+194,537
+114% +$18M 0.02% 629
2021
Q1
$14.8M Buy
170,532
+21,678
+15% +$1.89M 0.01% 733
2020
Q4
$14.1M Sell
148,854
-721
-0.5% -$68.1K 0.01% 762
2020
Q3
$12.9M Buy
149,575
+2,354
+2% +$204K 0.01% 678
2020
Q2
$12.9M Sell
147,221
-3,142
-2% -$274K 0.01% 663
2020
Q1
$12.6M Sell
150,363
-25,229
-14% -$2.11M 0.01% 593
2019
Q4
$16.6M Sell
175,592
-9,389
-5% -$889K 0.01% 669
2019
Q3
$16.1M Sell
184,981
-10,696
-5% -$929K 0.01% 642
2019
Q2
$17.9M Buy
195,677
+7,408
+4% +$676K 0.02% 627
2019
Q1
$16.2M Buy
188,269
+21,068
+13% +$1.81M 0.01% 633
2018
Q4
$12.9M Sell
167,201
-20,726
-11% -$1.59M 0.01% 663
2018
Q3
$14.5M Buy
187,927
+1,414
+0.8% +$109K 0.01% 725
2018
Q2
$12.6M Sell
186,513
-8,220
-4% -$556K 0.01% 750
2018
Q1
$14.1M Buy
194,733
+28,058
+17% +$2.03M 0.01% 697
2017
Q4
$12.5M Sell
166,675
-21,764
-12% -$1.64M 0.01% 736
2017
Q3
$14.5M Sell
188,439
-569
-0.3% -$43.8K 0.01% 676
2017
Q2
$14.1M Buy
189,008
+9,725
+5% +$727K 0.01% 678
2017
Q1
$11.9M Sell
179,283
-8,289
-4% -$552K 0.01% 716
2016
Q4
$11.6M Sell
187,572
-15,665
-8% -$965K 0.01% 709
2016
Q3
$14.4M Sell
203,237
-8,865
-4% -$627K 0.02% 640
2016
Q2
$15.7M Buy
212,102
+10,760
+5% +$796K 0.02% 589
2016
Q1
$13.1M Sell
201,342
-8,285
-4% -$538K 0.01% 602
2015
Q4
$16.2M Buy
209,627
+35,675
+21% +$2.75M 0.02% 539
2015
Q3
$14.3M Sell
173,952
-1,326
-0.8% -$109K 0.02% 546
2015
Q2
$15.4M Sell
175,278
-8,863
-5% -$781K 0.02% 593
2015
Q1
$16.3M Sell
184,141
-915
-0.5% -$80.9K 0.02% 569
2014
Q4
$15.4M Buy
185,056
+3,377
+2% +$280K 0.02% 557
2014
Q3
$15.3M Sell
181,679
-684
-0.4% -$57.7K 0.02% 548
2014
Q2
$14.8M Buy
182,363
+9,653
+6% +$783K 0.02% 554
2014
Q1
$13.2M Buy
172,710
+1,546
+0.9% +$118K 0.02% 487
2013
Q4
$12.3M Sell
171,164
-22,663
-12% -$1.63M 0.02% 509
2013
Q3
$13.3M Buy
193,827
+26,527
+16% +$1.82M 0.02% 421
2013
Q2
$10.6M Buy
+167,300
New +$10.6M 0.02% 452