Caprock Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.37M | Buy |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $2.77M | Sell |
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|
2024
Q3 | $3.56M | Sell |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.73M | Buy |
|
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.17M | Buy |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.04M | Buy |
|
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $503K | Sell |
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|
2020
Q1 | $560K | Buy |
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|
2019
Q4 | $486K | Buy |
|
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|
2019
Q3 | $442K | Buy |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $532K | Buy |
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|
2018
Q4 | $447K | Buy |
|
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|
2018
Q3 | $393K | Sell |
|
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|
2018
Q2 | $346K | Sell |
|
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|
2018
Q1 | $425K | Sell |
|
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|
2017
Q4 | $452K | Buy |
|
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|
2017
Q3 | $448K | Buy |
|
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|
2017
Q2 | $427K | Sell |
|
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|
2017
Q1 | $401K | Sell |
|
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|
2016
Q4 | $923K | Sell |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.74M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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