CIBC Private Wealth Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.8M | Buy |
477,344
+9,859
| +2% | +$1.19M | 0.1% | 182 |
|
|
2025
Q1 | $47.7M | Buy |
467,485
+15,923
| +4% | +$1.62M | 0.1% | 172 |
|
|
2024
Q4 | $45.3M | Sell |
451,562
-41,094
| -8% | -$4.12M | 0.08% | 183 |
|
|
2024
Q3 | $56.7M | Buy |
492,656
+3,783
| +0.8% | +$435K | 0.1% | 173 |
|
|
2024
Q2 | $52.8M | Sell |
488,873
-6,807
| -1% | -$736K | 0.1% | 167 |
|
|
2024
Q1 | $47.5M | Sell |
495,680
-129,925
| -21% | -$12.5M | 0.09% | 184 |
|
|
2023
Q4 | $63.2M | Buy |
625,605
+140,561
| +29% | +$14.2M | 0.13% | 141 |
|
|
2023
Q3 | $49.4M | Buy |
485,044
+2,739
| +0.6% | +$279K | 0.12% | 158 |
|
|
2023
Q2 | $48.7M | Buy |
482,305
+62,106
| +15% | +$6.27M | 0.11% | 163 |
|
|
2023
Q1 | $110M | Buy |
420,199
+8,523
| +2% | +$2.23M | 0.24% | 97 |
|
|
2022
Q4 | $25.3M | Sell |
411,676
-9,262
| -2% | -$569K | 0.08% | 152 |
|
|
2022
Q3 | $32M | Sell |
420,938
-1,895
| -0.4% | -$144K | 0.09% | 171 |
|
|
2022
Q2 | $35.7M | Buy |
422,833
+35,522
| +9% | +$3M | 0.09% | 166 |
|
|
2022
Q1 | $34M | Buy |
387,311
+19,827
| +5% | +$1.74M | 0.07% | 186 |
|
|
2021
Q4 | $32.1M | Buy |
367,484
+1,403
| +0.4% | +$123K | 0.07% | 198 |
|
|
2021
Q3 | $29.9M | Buy |
366,081
+4,896
| +1% | +$400K | 0.07% | 199 |
|
|
2021
Q2 | $33M | Buy |
361,185
+10,886
| +3% | +$993K | 0.08% | 186 |
|
|
2021
Q1 | $29.9M | Buy |
350,299
+1,962
| +0.6% | +$168K | 0.08% | 189 |
|
|
2020
Q4 | $32.9M | Buy |
348,337
+62,502
| +22% | +$5.9M | 0.09% | 176 |
|
|
2020
Q3 | $24.9M | Buy |
285,835
+110,237
| +63% | +$9.59M | 0.08% | 179 |
|
|
2020
Q2 | $15.3M | Sell |
175,598
-81,968
| -32% | -$7.16M | 0.07% | 179 |
|
|
2020
Q1 | $21.2M | Buy |
257,566
+15,256
| +6% | +$1.26M | 0.09% | 161 |
|
|
2019
Q4 | $22.9M | Buy |
242,310
+10,681
| +5% | +$1.01M | 0.07% | 190 |
|
|
2019
Q3 | $20.1M | Buy |
231,629
+17,067
| +8% | +$1.48M | 0.07% | 195 |
|
|
2019
Q2 | $19.6M | Sell |
214,562
-28,099
| -12% | -$2.57M | 0.07% | 206 |
|
|
2019
Q1 | $20.9M | Buy |
242,661
+28,843
| +13% | +$2.48M | 0.08% | 185 |
|
|
2018
Q4 | $16.4M | Buy |
213,818
+18,091
| +9% | +$1.39M | 0.07% | 204 |
|
|
2018
Q3 | $15.1M | Buy |
195,727
+54,965
| +39% | +$4.24M | 0.06% | 246 |
|
|
2018
Q2 | $9.53M | Buy |
140,762
+14,499
| +11% | +$981K | 0.04% | 295 |
|
|
2018
Q1 | $9.15M | Buy |
126,263
+14,874
| +13% | +$1.08M | 0.04% | 293 |
|
|
2017
Q4 | $8.38M | Buy |
111,389
+30,560
| +38% | +$2.3M | 0.04% | 300 |
|
|
2017
Q3 | $6.22M | Buy |
80,829
+28,405
| +54% | +$2.19M | 0.03% | 323 |
|
|
2017
Q2 | $3.92M | Buy |
52,424
+566
| +1% | +$42.3K | 0.02% | 312 |
|
|
2017
Q1 | $3.45M | Sell |
51,858
-1,938
| -4% | -$129K | 0.02% | 312 |
|
|
2016
Q4 | $3.51M | Sell |
53,796
-4,498
| -8% | -$294K | 0.02% | 311 |
|
|
2016
Q3 | $4.13M | Buy |
58,294
+1,799
| +3% | +$127K | 0.03% | 295 |
|
|
2016
Q2 | $4.18M | Sell |
56,495
-486
| -0.9% | -$35.9K | 0.03% | 288 |
|
|
2016
Q1 | $3.7M | Sell |
56,981
-268
| -0.5% | -$17.4K | 0.03% | 293 |
|
|
2015
Q4 | $4.41M | Buy |
57,249
+375
| +0.7% | +$28.9K | 0.03% | 277 |
|
|
2015
Q3 | $4.68M | Buy |
56,874
+6,581
| +13% | +$542K | 0.04% | 277 |
|
|
2015
Q2 | $4.43M | Buy |
50,293
+42
| +0.1% | +$3.7K | 0.03% | 302 |
|
|
2015
Q1 | $4.44M | Sell |
50,251
-892
| -2% | -$78.8K | 0.03% | 299 |
|
|
2014
Q4 | $4.25M | Buy |
51,143
+412
| +0.8% | +$34.2K | 0.03% | 301 |
|
|
2014
Q3 | $4.28M | Sell |
50,731
-2,654
| -5% | -$224K | 0.03% | 299 |
|
|
2014
Q2 | $4.33M | Sell |
53,385
-9,893
| -16% | -$803K | 0.04% | 289 |
|
|
2014
Q1 | $4.8M | Buy |
+63,278
| New | +$4.8M | 0.04% | 272 |
|