BTC 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 | $1.91M | Buy |
15,751
+368
| +2% | +$44.5K | 0.16% | 109 |
|
|
2025
Q1 | $1.71M | Buy |
15,383
+473
| +3% | +$52.7K | 0.16% | 111 |
|
|
2024
Q4 | $1.45M | Buy |
14,910
+1,608
| +12% | +$156K | 0.13% | 111 |
|
|
2024
Q3 | $1.53M | Buy |
13,302
+821
| +7% | +$94.4K | 0.14% | 113 |
|
|
2024
Q2 | $1.33M | Sell |
12,481
-420
| -3% | -$44.7K | 0.12% | 118 |
|
|
2024
Q1 | $1.25M | Buy |
+12,901
| New | +$1.25M | 0.11% | 123 |
|
|
2023
Q3 | $1.18M | Buy |
11,575
+462
| +4% | +$47.1K | 0.14% | 122 |
|
|
2023
Q2 | $1.12M | Sell |
11,113
-143
| -1% | -$14.4K | 0.12% | 127 |
|
|
2023
Q1 | $1.02M | Sell |
11,256
-934
| -8% | -$84.6K | 0.12% | 125 |
|
|
2022
Q4 | $1.11M | Buy |
12,190
+624
| +5% | +$56.6K | 0.13% | 124 |
|
|
2022
Q3 | $879K | Buy |
11,566
+893
| +8% | +$67.9K | 0.11% | 128 |
|
|
2022
Q2 | $901K | Sell |
10,673
-10,075
| -49% | -$851K | 0.11% | 128 |
|
|
2022
Q1 | $1.83M | Buy |
20,748
+10,065
| +94% | +$887K | 0.18% | 115 |
|
|
2021
Q4 | $938K | Buy |
10,683
+568
| +6% | +$49.9K | 0.09% | 138 |
|
|
2021
Q3 | $827K | Buy |
10,115
+205
| +2% | +$16.8K | 0.09% | 135 |
|
|
2021
Q2 | $906K | Sell |
9,910
-1,832
| -16% | -$167K | 0.1% | 124 |
|
|
2021
Q1 | $1M | Buy |
11,742
+678
| +6% | +$57.9K | 0.11% | 123 |
|
|
2020
Q4 | $1.05M | Buy |
11,064
+1,197
| +12% | +$113K | 0.12% | 118 |
|
|
2020
Q3 | $860K | Buy |
9,867
+3,566
| +57% | +$311K | 0.12% | 118 |
|
|
2020
Q2 | $550K | Buy |
+6,301
| New | +$550K | 0.08% | 125 |
|
|
2020
Q1 | – | Sell |
-4,612
| Closed | -$434K | – | 177 |
|
|
2019
Q4 | $434K | Buy |
4,612
+1,682
| +57% | +$158K | 0.06% | 147 |
|
|
2019
Q3 | $255K | Sell |
2,930
-2,190
| -43% | -$191K | 0.04% | 161 |
|
|
2019
Q2 | $469K | Buy |
5,120
+1,878
| +58% | +$172K | 0.08% | 139 |
|
|
2019
Q1 | $279K | Sell |
3,242
-150
| -4% | -$12.9K | 0.04% | 158 |
|
|
2018
Q4 | $259K | Buy |
3,392
+419
| +14% | +$32K | 0.05% | 156 |
|
|
2018
Q3 | $229K | Sell |
2,973
-456
| -13% | -$35.1K | 0.04% | 162 |
|
|
2018
Q2 | $235K | Sell |
3,429
-2,559
| -43% | -$175K | 0.06% | 135 |
|
|
2018
Q1 | $433K | Buy |
5,988
+204
| +4% | +$14.8K | 0.07% | 151 |
|
|
2017
Q4 | $434K | Buy |
5,784
+3,052
| +112% | +$229K | 0.07% | 139 |
|
|
2017
Q3 | $208K | Sell |
2,732
-251
| -8% | -$19.1K | 0.04% | 161 |
|
|
2017
Q2 | $223K | Buy |
+2,983
| New | +$223K | 0.04% | 161 |
|
|
2016
Q3 | – | Sell |
-7,559
| Closed | -$560K | – | 180 |
|
|
2016
Q2 | $560K | Buy |
7,559
+3,525
| +87% | +$261K | 0.12% | 109 |
|
|
2016
Q1 | $261K | Buy |
4,034
+247
| +7% | +$16K | 0.06% | 130 |
|
|
2015
Q4 | $292K | Sell |
3,787
-1,948
| -34% | -$150K | 0.07% | 139 |
|
|
2015
Q3 | $475K | Buy |
+5,735
| New | +$475K | 0.11% | 128 |
|