Chicago Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,113
-25
| -1% | -$3.03K | 0.01% | 315 |
|
|
2025
Q1 | $238K | Buy |
+2,138
| New | +$238K | 0.01% | 308 |
|
|
2024
Q4 | – | Sell |
-2,830
| Closed | -$326K | – | 331 |
|
|
2024
Q3 | $326K | Buy |
2,830
+190
| +7% | +$21.9K | 0.01% | 256 |
|
|
2024
Q2 | $281K | Hold |
2,640
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $255K | Hold |
2,640
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $267K | Hold |
2,640
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $269K | Hold |
2,640
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $266K | Hold |
2,640
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $243K | Hold |
2,640
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $240K | Sell |
2,640
-750
| -22% | -$68K | 0.01% | 205 |
|
|
2022
Q3 | $258K | Hold |
3,390
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $287K | Hold |
3,390
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $297K | Hold |
3,390
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $297K | Buy |
3,390
+750
| +28% | +$65.7K | 0.01% | 213 |
|
|
2021
Q3 | $216K | Hold |
2,640
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $241K | Hold |
2,640
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $226K | Hold |
2,640
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $249K | Hold |
2,640
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $230K | Hold |
2,640
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $231K | Hold |
2,640
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $218K | Hold |
2,640
| – | – | 0.02% | 181 |
|
|
2019
Q4 | $250K | Sell |
2,640
-262
| -9% | -$24.8K | 0.02% | 198 |
|
|
2019
Q3 | $252K | Hold |
2,902
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $265K | Sell |
2,902
-392
| -12% | -$35.8K | 0.02% | 197 |
|
|
2019
Q1 | $284K | Hold |
3,294
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $253K | Sell |
3,294
-112
| -3% | -$8.6K | 0.02% | 184 |
|
|
2018
Q3 | $263K | Sell |
3,406
-201
| -6% | -$15.5K | 0.02% | 193 |
|
|
2018
Q2 | $244K | Buy |
+3,607
| New | +$244K | 0.02% | 209 |
|