Becker Capital 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 | $1.15M | Hold |
9,477
| – | – | 0.04% | 166 |
|
|
2025
Q1 | $1.06M | Hold |
9,477
| – | – | 0.03% | 162 |
|
|
2024
Q4 | $922K | Sell |
9,477
-25
| -0.3% | -$2.43K | 0.03% | 171 |
|
|
2024
Q3 | $1.09M | Sell |
9,502
-359
| -4% | -$41.3K | 0.04% | 163 |
|
|
2024
Q2 | $1.05M | Hold |
9,861
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $954K | Buy |
9,861
+145
| +1% | +$14K | 0.03% | 165 |
|
|
2023
Q4 | $981K | Sell |
9,716
-40
| -0.4% | -$4.04K | 0.04% | 161 |
|
|
2023
Q3 | $994K | Hold |
9,756
| – | – | 0.04% | 154 |
|
|
2023
Q2 | $984K | Sell |
9,756
-50
| -0.5% | -$5.05K | 0.04% | 160 |
|
|
2023
Q1 | $902K | Sell |
9,806
-20
| -0.2% | -$1.84K | 0.04% | 163 |
|
|
2022
Q4 | $891K | Sell |
9,826
-34
| -0.3% | -$3.08K | 0.04% | 125 |
|
|
2022
Q3 | $749K | Sell |
9,860
-60
| -0.6% | -$4.56K | 0.04% | 133 |
|
|
2022
Q2 | $839K | Hold |
9,920
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $870K | Sell |
9,920
-2,273
| -19% | -$199K | 0.04% | 138 |
|
|
2021
Q4 | $1.07M | Sell |
12,193
-285
| -2% | -$24.9K | 0.04% | 128 |
|
|
2021
Q3 | $1.02M | Sell |
12,478
-24
| -0.2% | -$1.96K | 0.04% | 129 |
|
|
2021
Q2 | $1.14M | Sell |
12,502
-115
| -0.9% | -$10.5K | 0.05% | 123 |
|
|
2021
Q1 | $1.08M | Buy |
12,617
+412
| +3% | +$35.2K | 0.05% | 125 |
|
|
2020
Q4 | $1.15M | Hold |
12,205
| – | – | 0.06% | 115 |
|
|
2020
Q3 | $1.06M | Sell |
12,205
-340
| -3% | -$29.6K | 0.06% | 111 |
|
|
2020
Q2 | $1.1M | Hold |
12,545
| – | – | 0.06% | 104 |
|
|
2020
Q1 | $1.03M | Sell |
12,545
-315
| -2% | -$26K | 0.06% | 104 |
|
|
2019
Q4 | $1.22M | Buy |
12,860
+640
| +5% | +$60.6K | 0.04% | 101 |
|
|
2019
Q3 | $1.06M | Sell |
12,220
-573
| -4% | -$49.8K | 0.04% | 99 |
|
|
2019
Q2 | $1.17M | Sell |
12,793
-343
| -3% | -$31.3K | 0.04% | 96 |
|
|
2019
Q1 | $1.13M | Buy |
13,136
+1,328
| +11% | +$114K | 0.04% | 100 |
|
|
2018
Q4 | $908K | Sell |
11,808
-134
| -1% | -$10.3K | 0.04% | 102 |
|
|
2018
Q3 | $922K | Hold |
11,942
| – | – | 0.03% | 108 |
|
|
2018
Q2 | $808K | Sell |
11,942
-1,649
| -12% | -$112K | 0.03% | 107 |
|
|
2018
Q1 | $985K | Buy |
13,591
+9,600
| +241% | +$696K | 0.03% | 102 |
|
|
2017
Q4 | $300K | Buy |
+3,991
| New | +$300K | 0.01% | 136 |
|
|
2017
Q3 | – | Sell |
-2,875
| Closed | -$215K | – | 159 |
|
|
2017
Q2 | $215K | Sell |
2,875
-263
| -8% | -$19.7K | 0.01% | 133 |
|
|
2017
Q1 | $209K | Buy |
+3,138
| New | +$209K | 0.01% | 134 |
|
|
2016
Q1 | – | Sell |
-2,692
| Closed | -$208K | – | 136 |
|
|
2015
Q4 | $208K | Hold |
2,692
| – | – | 0.01% | 130 |
|
|
2015
Q3 | $222K | Hold |
2,692
| – | – | 0.01% | 121 |
|
|
2015
Q2 | $237K | Hold |
2,692
| – | – | 0.01% | 127 |
|
|
2015
Q1 | $238K | Sell |
2,692
-446
| -14% | -$39.4K | 0.01% | 129 |
|
|
2014
Q4 | $261K | Buy |
3,138
+446
| +17% | +$37.1K | 0.01% | 127 |
|
|
2014
Q3 | $227K | Hold |
2,692
| – | – | 0.01% | 137 |
|
|
2014
Q2 | $218K | Hold |
2,692
| – | – | 0.01% | 137 |
|
|
2014
Q1 | $205K | Buy |
+2,692
| New | +$205K | 0.01% | 135 |
|