Commonwealth Equity Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.9M | Sell |
156,615
-11,771
| -7% | -$1.8M | 0.03% | 508 |
|
|
2025
Q4 | $23.2M | Sell |
168,386
-10,136
| -6% | -$1.33M | 0.03% | 511 |
|
|
2025
Q3 | $22.9M | Sell |
178,522
-20,891
| -10% | -$2.55M | 0.03% | 512 |
|
|
2025
Q2 | $24.1M | Sell |
199,413
-15,183
| -7% | -$1.71M | 0.03% | 515 |
|
|
2025
Q1 | $23.9M | Sell |
214,596
-38,871
| -15% | -$4.14M | 0.03% | 499 |
|
|
2024
Q4 | $24.7M | Buy |
253,467
+49,957
| +25% | +$5.33M | 0.04% | 458 |
|
|
2024
Q3 | $23.4M | Sell |
203,510
-13,169
| -6% | -$1.49M | 0.04% | 474 |
|
|
2024
Q2 | $23.1M | Sell |
216,679
-7,076
| -3% | -$710K | 0.04% | 447 |
|
|
2024
Q1 | $21.6M | Sell |
223,755
-5,431
| -2% | -$557K | 0.04% | 463 |
|
|
2023
Q4 | $23.1M | Buy |
229,186
+52
| +0% | +$5.02K | 0.04% | 412 |
|
|
2023
Q3 | $23.3M | Sell |
229,134
-16,423
| -7% | -$1.67M | 0.05% | 357 |
|
|
2023
Q2 | $24.8M | Buy |
245,557
+7,914
| +3% | +$792K | 0.05% | 347 |
|
|
2023
Q1 | $21.9K | Buy |
237,643
+18,021
| +8% | +$1.57M | 0.05% | 369 |
|
|
2022
Q4 | $19.9M | Buy |
219,622
+9,502
| +5% | +$800K | 0.05% | 377 |
|
|
2022
Q3 | $16M | Sell |
210,120
-6,698
| -3% | -$555K | 0.04% | 403 |
|
|
2022
Q2 | $18.3M | Sell |
216,818
-778
| -0.4% | -$68.3K | 0.05% | 370 |
|
|
2022
Q1 | $19.1M | Buy |
217,596
+73
| +0% | +$6.32K | 0.04% | 381 |
|
|
2021
Q4 | $27.8M | Sell |
217,523
-22,792
| -9% | -$1.89M | 0.06% | 290 |
|
|
2021
Q3 | $19.7M | Sell |
240,315
-11,947
| -5% | -$1.07M | 0.05% | 350 |
|
|
2021
Q2 | $23M | Buy |
252,262
+2,126
| +0.8% | +$189K | 0.06% | 314 |
|
|
2021
Q1 | $21.4M | Sell |
250,136
-5,581
| -2% | -$501K | 0.06% | 305 |
|
|
2020
Q4 | $24.1M | Sell |
255,717
-50,112
| -16% | -$4.38M | 0.07% | 256 |
|
|
2020
Q3 | $26.6M | Sell |
305,829
-26,421
| -8% | -$2.29M | 0.09% | 219 |
|
|
2020
Q2 | $29M | Buy |
332,250
+24,449
| +8% | +$2.11M | 0.11% | 187 |
|
|
2020
Q1 | $25.4M | Buy |
307,801
+15,305
| +5% | +$1.37M | 0.12% | 169 |
|
|
2019
Q4 | $27.7M | Buy |
292,496
+14,638
| +5% | +$1.31M | 0.11% | 186 |
|
|
2019
Q3 | $24.1M | Buy |
277,858
+2,152
| +0.8% | +$193K | 0.1% | 196 |
|
|
2019
Q2 | $25.2M | Sell |
275,706
-28,138
| -9% | -$2.38M | 0.11% | 188 |
|
|
2019
Q1 | $26.2M | Sell |
303,844
-1,322
| -0.4% | -$106K | 0.12% | 174 |
|
|
2018
Q4 | $23.5M | Buy |
305,166
+5,614
| +2% | +$437K | 0.12% | 162 |
|
|
2018
Q3 | $23.1M | Buy |
299,552
+192
| +0.1% | +$14.2K | 0.11% | 181 |
|
|
2018
Q2 | $20.3M | Buy |
299,360
+17,624
| +6% | +$1.22M | 0.11% | 188 |
|
|
2018
Q1 | $20.4M | Buy |
281,736
+4,403
| +2% | +$335K | 0.11% | 176 |
|
|
2017
Q4 | $20.9M | Buy |
277,333
+4,090
| +1% | +$309K | 0.11% | 173 |
|
|
2017
Q3 | $21M | Buy |
273,243
+1,443
| +0.5% | +$109K | 0.13% | 159 |
|
|
2017
Q2 | $20.3M | Buy |
271,800
+17,377
| +7% | +$1.23M | 0.13% | 152 |
|
|
2017
Q1 | $16.9M | Buy |
254,423
+25,449
| +11% | +$1.7M | 0.11% | 179 |
|
|
2016
Q4 | $14.9M | Buy |
228,974
+50,895
| +29% | +$3.3M | 0.11% | 184 |
|
|
2016
Q3 | $12.6M | Buy |
178,079
+1,389
| +0.8% | +$101K | 0.1% | 202 |
|
|
2016
Q2 | $13.1M | Sell |
176,690
-9,029
| -5% | -$624K | 0.11% | 182 |
|
|
2016
Q1 | $12.1M | Buy |
185,719
+20,910
| +13% | +$1.42M | 0.11% | 188 |
|
|
2015
Q4 | $12.7M | Buy |
164,809
+18,619
| +13% | +$1.48M | 0.12% | 177 |
|
|
2015
Q3 | $12M | Buy |
146,190
+5,977
| +4% | +$532K | 0.13% | 165 |
|
|
2015
Q2 | $12.4M | Buy |
140,213
+2,508
| +2% | +$230K | 0.12% | 173 |
|
|
2015
Q1 | $12.2M | Buy |
137,705
+4,939
| +4% | +$438K | 0.13% | 167 |
|
|
2014
Q4 | $11M | Buy |
132,766
+1,563
| +1% | +$130K | 0.12% | 163 |
|
|
2014
Q3 | $11.1M | Buy |
131,203
+2,296
| +2% | +$186K | 0.13% | 144 |
|
|
2014
Q2 | $10.5M | Sell |
128,907
-6,584
| -5% | -$518K | 0.13% | 153 |
|
|
2014
Q1 | $10.3M | Sell |
135,491
-3,837
| -3% | -$280K | 0.14% | 139 |
|
|
2013
Q4 | $10M | Buy |
139,328
+3,839
| +3% | +$267K | 0.15% | 141 |
|
|
2013
Q3 | $9.31M | Buy |
135,489
+9,656
| +8% | +$639K | 0.15% | 136 |
|
|
2013
Q2 | $7.97M | Buy |
+125,833
| New | +$8.19M | 0.14% | 148 |
|
Other funds holding NVS
