Cambridge Investment Research 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 | $6.4M | Sell |
52,862
-5,603
| -10% | -$678K | 0.02% | 723 |
|
|
2025
Q1 | $6.52M | Sell |
58,465
-46,462
| -44% | -$5.18M | 0.02% | 672 |
|
|
2024
Q4 | $10.2M | Buy |
104,927
+52,060
| +98% | +$5.07M | 0.03% | 484 |
|
|
2024
Q3 | $6.08M | Buy |
52,867
+1,827
| +4% | +$210K | 0.02% | 710 |
|
|
2024
Q2 | $5.43M | Sell |
51,040
-6,373
| -11% | -$679K | 0.02% | 713 |
|
|
2024
Q1 | $5.55M | Buy |
57,413
+1,640
| +3% | +$159K | 0.02% | 694 |
|
|
2023
Q4 | $5.63M | Sell |
55,773
-7,807
| -12% | -$788K | 0.02% | 644 |
|
|
2023
Q3 | $6.48M | Sell |
63,580
-20,147
| -24% | -$2.05M | 0.03% | 547 |
|
|
2023
Q2 | $8.45M | Buy |
83,727
+29,488
| +54% | +$2.98M | 0.04% | 440 |
|
|
2023
Q1 | $4.99M | Sell |
54,239
-2,065
| -4% | -$190K | 0.02% | 627 |
|
|
2022
Q4 | $5.11M | Sell |
56,304
-99
| -0.2% | -$8.98K | 0.03% | 600 |
|
|
2022
Q3 | $4.29M | Sell |
56,403
-823
| -1% | -$62.6K | 0.02% | 636 |
|
|
2022
Q2 | $4.84M | Buy |
57,226
+2,986
| +6% | +$252K | 0.03% | 600 |
|
|
2022
Q1 | $4.76M | Sell |
54,240
-106
| -0.2% | -$9.3K | 0.02% | 654 |
|
|
2021
Q4 | $4.75M | Buy |
54,346
+4,162
| +8% | +$364K | 0.02% | 660 |
|
|
2021
Q3 | $4.1M | Sell |
50,184
-4,035
| -7% | -$330K | 0.02% | 699 |
|
|
2021
Q2 | $4.95M | Sell |
54,219
-4,071
| -7% | -$371K | 0.02% | 623 |
|
|
2021
Q1 | $4.98M | Buy |
58,290
+651
| +1% | +$55.7K | 0.03% | 563 |
|
|
2020
Q4 | $5.44M | Sell |
57,639
-9,033
| -14% | -$853K | 0.03% | 494 |
|
|
2020
Q3 | $5.8M | Buy |
66,672
+3,594
| +6% | +$313K | 0.04% | 416 |
|
|
2020
Q2 | $5.51M | Buy |
63,078
+700
| +1% | +$61.1K | 0.04% | 410 |
|
|
2020
Q1 | $5.14M | Buy |
62,378
+5,355
| +9% | +$442K | 0.05% | 356 |
|
|
2019
Q4 | $5.4M | Buy |
57,023
+3,816
| +7% | +$361K | 0.04% | 435 |
|
|
2019
Q3 | $4.62M | Buy |
53,207
+5,529
| +12% | +$481K | 0.04% | 438 |
|
|
2019
Q2 | $4.35M | Sell |
47,678
-41,698
| -47% | -$3.81M | 0.04% | 439 |
|
|
2019
Q1 | $7.7M | Buy |
89,376
+36,624
| +69% | +$3.15M | 0.07% | 251 |
|
|
2018
Q4 | $4.06M | Buy |
52,752
+2,317
| +5% | +$178K | 0.04% | 391 |
|
|
2018
Q3 | $3.89M | Buy |
50,435
+1,485
| +3% | +$115K | 0.04% | 444 |
|
|
2018
Q2 | $3.31M | Sell |
48,950
-3,567
| -7% | -$241K | 0.04% | 467 |
|
|
2018
Q1 | $3.81M | Buy |
52,517
+1,823
| +4% | +$132K | 0.04% | 391 |
|
|
2017
Q4 | $3.81M | Buy |
50,694
+799
| +2% | +$60.1K | 0.04% | 380 |
|
|
2017
Q3 | $3.84M | Buy |
49,895
+5,780
| +13% | +$445K | 0.05% | 331 |
|
|
2017
Q2 | $3.3M | Buy |
44,115
+897
| +2% | +$67.1K | 0.05% | 356 |
|
|
2017
Q1 | $2.88M | Sell |
43,218
-405
| -0.9% | -$27K | 0.05% | 348 |
|
|
2016
Q4 | $2.85M | Buy |
43,623
+3,743
| +9% | +$244K | 0.05% | 328 |
|
|
2016
Q3 | $2.82M | Buy |
39,880
+119
| +0.3% | +$8.42K | 0.05% | 325 |
|
|
2016
Q2 | $2.94M | Buy |
39,761
+3,377
| +9% | +$250K | 0.06% | 290 |
|
|
2016
Q1 | $2.36M | Buy |
36,384
+974
| +3% | +$63.2K | 0.05% | 316 |
|
|
2015
Q4 | $2.73M | Sell |
35,410
-631
| -2% | -$48.6K | 0.06% | 278 |
|
|
2015
Q3 | $2.97M | Buy |
36,041
+163
| +0.5% | +$13.4K | 0.09% | 229 |
|
|
2015
Q2 | $3.16M | Buy |
35,878
+3,271
| +10% | +$288K | 0.09% | 225 |
|
|
2015
Q1 | $2.88M | Buy |
32,607
+472
| +1% | +$41.7K | 0.08% | 244 |
|
|
2014
Q4 | $2.67M | Buy |
32,135
+780
| +2% | +$64.8K | 0.08% | 231 |
|
|
2014
Q3 | $2.65M | Buy |
31,355
+6,219
| +25% | +$525K | 0.08% | 252 |
|
|
2014
Q2 | $2.04M | Buy |
25,136
+708
| +3% | +$57.4K | 0.07% | 270 |
|
|
2014
Q1 | $1.86M | Sell |
24,428
-2,484
| -9% | -$189K | 0.07% | 274 |
|
|
2013
Q4 | $1.94M | Buy |
26,912
+2,603
| +11% | +$187K | 0.08% | 242 |
|
|
2013
Q3 | $1.67M | Buy |
24,309
+1,939
| +9% | +$133K | 0.07% | 254 |
|
|
2013
Q2 | $1.42M | Buy |
+22,370
| New | +$1.42M | 0.07% | 249 |
|