Cambridge 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 | $1.09M | Sell |
8,975
-700
| -7% | -$84.7K | 0.23% | 68 |
|
|
2025
Q1 | $1.08M | Sell |
9,675
-400
| -4% | -$44.6K | 0.24% | 71 |
|
|
2024
Q4 | $980K | Hold |
10,075
| – | – | 0.22% | 75 |
|
|
2024
Q3 | $1.16M | Hold |
10,075
| – | – | 0.25% | 65 |
|
|
2024
Q2 | $1.07M | Hold |
10,075
| – | – | 0.25% | 65 |
|
|
2024
Q1 | $975K | Sell |
10,075
-700
| -6% | -$67.7K | 0.23% | 74 |
|
|
2023
Q4 | $1.09M | Hold |
10,775
| – | – | 0.27% | 62 |
|
|
2023
Q3 | $1.1M | Hold |
10,775
| – | – | 0.29% | 59 |
|
|
2023
Q2 | $1.09M | Sell |
10,775
-925
| -8% | -$93.3K | 0.28% | 61 |
|
|
2023
Q1 | $1.08M | Sell |
11,700
-50
| -0.4% | -$4.6K | 0.28% | 61 |
|
|
2022
Q4 | $1.07M | Hold |
11,750
| – | – | 0.29% | 60 |
|
|
2022
Q3 | $893K | Sell |
11,750
-1,525
| -11% | -$116K | 0.26% | 66 |
|
|
2022
Q2 | $1.12M | Sell |
13,275
-1,000
| -7% | -$84.5K | 0.31% | 54 |
|
|
2022
Q1 | $1.25M | Sell |
14,275
-100
| -0.7% | -$8.78K | 0.3% | 58 |
|
|
2021
Q4 | $1.26M | Sell |
14,375
-400
| -3% | -$35K | 0.28% | 64 |
|
|
2021
Q3 | $1.21M | Sell |
14,775
-50
| -0.3% | -$4.09K | 0.29% | 62 |
|
|
2021
Q2 | $1.35M | Sell |
14,825
-100
| -0.7% | -$9.13K | 0.33% | 52 |
|
|
2021
Q1 | $1.28M | Hold |
14,925
| – | – | 0.33% | 52 |
|
|
2020
Q4 | $1.41M | Hold |
14,925
| – | – | 0.38% | 45 |
|
|
2020
Q3 | $1.3M | Hold |
14,925
| – | – | 0.38% | 44 |
|
|
2020
Q2 | $1.3M | Hold |
14,925
| – | – | 0.41% | 40 |
|
|
2020
Q1 | $1.23M | Hold |
14,925
| – | – | 0.45% | 35 |
|
|
2019
Q4 | $1.41M | Hold |
14,925
| – | – | 0.43% | 37 |
|
|
2019
Q3 | $1.3M | Hold |
14,925
| – | – | 0.43% | 36 |
|
|
2019
Q2 | $1.36M | Sell |
14,925
-3,852
| -21% | -$352K | 0.45% | 37 |
|
|
2019
Q1 | $1.62M | Sell |
18,777
-1,394
| -7% | -$120K | 0.55% | 30 |
|
|
2018
Q4 | $1.55M | Hold |
20,171
| – | – | 0.58% | 30 |
|
|
2018
Q3 | $1.56M | Sell |
20,171
-251
| -1% | -$19.4K | 0.53% | 36 |
|
|
2018
Q2 | $1.38M | Hold |
20,422
| – | – | 0.49% | 39 |
|
|
2018
Q1 | $1.48M | Buy |
20,422
+168
| +0.8% | +$12.2K | 0.53% | 34 |
|
|
2017
Q4 | $1.52M | Sell |
20,254
-280
| -1% | -$21.1K | 0.55% | 34 |
|
|
2017
Q3 | $1.58M | Hold |
20,534
| – | – | 0.61% | 31 |
|
|
2017
Q2 | $1.54M | Hold |
20,534
| – | – | 0.62% | 30 |
|
|
2017
Q1 | $1.37M | Sell |
20,534
-324
| -2% | -$21.6K | 0.56% | 34 |
|
|
2016
Q4 | $1.36M | Sell |
20,858
-1,266
| -6% | -$82.6K | 0.6% | 32 |
|
|
2016
Q3 | $1.57M | Buy |
22,124
+112
| +0.5% | +$7.92K | 0.69% | 27 |
|
|
2016
Q2 | $1.63M | Sell |
22,012
-112
| -0.5% | -$8.28K | 0.74% | 27 |
|
|
2016
Q1 | $1.44M | Sell |
22,124
-558
| -2% | -$36.2K | 0.67% | 30 |
|
|
2015
Q4 | $1.75M | Sell |
22,682
-223
| -1% | -$17.2K | 0.99% | 25 |
|
|
2015
Q3 | $1.89M | Buy |
22,905
+261
| +1% | +$21.5K | 1.11% | 24 |
|
|
2015
Q2 | $2M | Buy |
22,644
+7,946
| +54% | +$700K | 1.12% | 25 |
|
|
2015
Q1 | $568K | Sell |
14,698
-8,318
| -36% | -$321K | 0.33% | 67 |
|
|
2014
Q4 | $1.91M | Buy |
+23,016
| New | +$1.91M | 1.17% | 25 |
|