Cascade Investment 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 | $2.63M | Sell |
21,755
-480
| -2% | -$58.1K | 1.69% | 9 |
|
|
2025
Q1 | $2.48M | Sell |
22,235
-360
| -2% | -$40.1K | 1.68% | 8 |
|
|
2024
Q4 | $2.2M | Buy |
22,595
+285
| +1% | +$27.7K | 1.41% | 18 |
|
|
2024
Q3 | $2.57M | Sell |
22,310
-300
| -1% | -$34.5K | 1.63% | 9 |
|
|
2024
Q2 | $2.41M | Buy |
22,610
+20
| +0.1% | +$2.13K | 1.62% | 8 |
|
|
2024
Q1 | $2.19M | Buy |
22,590
+340
| +2% | +$32.9K | 1.42% | 13 |
|
|
2023
Q4 | $2.25M | Sell |
22,250
-30
| -0.1% | -$3.03K | 1.6% | 8 |
|
|
2023
Q3 | $2.27M | Sell |
22,280
-192
| -0.9% | -$19.6K | 1.8% | 6 |
|
|
2023
Q2 | $2.27M | Sell |
22,472
-678
| -3% | -$68.4K | 1.69% | 6 |
|
|
2023
Q1 | $2.13M | Buy |
23,150
+25
| +0.1% | +$2.3K | 1.69% | 4 |
|
|
2022
Q4 | $2.1M | Sell |
23,125
-70
| -0.3% | -$6.35K | 1.75% | 5 |
|
|
2022
Q3 | $1.88M | Buy |
23,195
+270
| +1% | +$21.9K | 1.62% | 6 |
|
|
2022
Q2 | $1.94M | Sell |
22,925
-292
| -1% | -$24.7K | 1.52% | 5 |
|
|
2022
Q1 | $2.04M | Sell |
23,217
-223
| -1% | -$19.6K | 1.24% | 13 |
|
|
2021
Q4 | $2.05M | Buy |
23,440
+970
| +4% | +$84.8K | 1.2% | 12 |
|
|
2021
Q3 | $1.84M | Buy |
22,470
+900
| +4% | +$73.6K | 1.2% | 15 |
|
|
2021
Q2 | $1.97M | Sell |
21,570
-70
| -0.3% | -$6.39K | 1.24% | 13 |
|
|
2021
Q1 | $1.85M | Buy |
21,640
+400
| +2% | +$34.2K | 1.2% | 16 |
|
|
2020
Q4 | $2.01M | Buy |
21,240
+335
| +2% | +$31.6K | 1.47% | 7 |
|
|
2020
Q3 | $1.82M | Buy |
20,905
+85
| +0.4% | +$7.39K | 1.54% | 9 |
|
|
2020
Q2 | $1.82M | Sell |
20,820
-50
| -0.2% | -$4.37K | 1.72% | 6 |
|
|
2020
Q1 | $1.72M | Sell |
20,870
-445
| -2% | -$36.7K | 1.9% | 6 |
|
|
2019
Q4 | $2.02M | Sell |
21,315
-1,140
| -5% | -$108K | 1.54% | 7 |
|
|
2019
Q3 | $1.95M | Buy |
22,455
+515
| +2% | +$44.8K | 1.51% | 8 |
|
|
2019
Q2 | $2M | Sell |
21,940
-2,283
| -9% | -$208K | 1.7% | 7 |
|
|
2019
Q1 | $2.09M | Sell |
24,223
-335
| -1% | -$28.9K | 1.87% | 7 |
|
|
2018
Q4 | $1.89M | Sell |
24,558
-156
| -0.6% | -$12K | 1.91% | 7 |
|
|
2018
Q3 | $1.91M | Sell |
24,714
-363
| -1% | -$28K | 1.61% | 7 |
|
|
2018
Q2 | $1.7M | Sell |
25,077
-4,218
| -14% | -$286K | 1.51% | 9 |
|
|
2018
Q1 | $2.12M | Buy |
29,295
+697
| +2% | +$50.5K | 1.67% | 7 |
|
|
2017
Q4 | $2.15M | Buy |
28,598
+146
| +0.5% | +$11K | 1.71% | 6 |
|
|
2017
Q3 | $2.19M | Sell |
28,452
-17
| -0.1% | -$1.31K | 1.83% | 5 |
|
|
2017
Q2 | $2.13M | Sell |
28,469
-162
| -0.6% | -$12.1K | 1.81% | 5 |
|
|
2017
Q1 | $1.91M | Sell |
28,631
-848
| -3% | -$56.4K | 1.67% | 9 |
|
|
2016
Q4 | $1.92M | Buy |
+29,479
| New | +$1.92M | 1.64% | 11 |
|
|
2016
Q2 | $1.89M | Buy |
+25,545
| New | +$1.89M | 1.82% | 9 |
|