Commonwealth Equity Services’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.1M Sell
199,413
-15,183
-7% -$1.84M 0.03% 515
2025
Q1
$23.9M Sell
214,596
-38,871
-15% -$4.33M 0.03% 499
2024
Q4
$24.7M Buy
253,467
+49,957
+25% +$4.86M 0.04% 458
2024
Q3
$23.4M Sell
203,510
-13,169
-6% -$1.51M 0.04% 474
2024
Q2
$23.1M Sell
216,679
-7,076
-3% -$753K 0.04% 447
2024
Q1
$21.6M Sell
223,755
-5,431
-2% -$525K 0.04% 463
2023
Q4
$23.1M Buy
229,186
+52
+0% +$5.25K 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% +$799K 0.05% 347
2023
Q1
$21.9K Buy
237,643
+18,021
+8% +$1.66K 0.05% 369
2022
Q4
$19.9M Buy
219,622
+9,502
+5% +$862K 0.05% 377
2022
Q3
$16M Sell
210,120
-6,698
-3% -$509K 0.04% 403
2022
Q2
$18.3M Sell
216,818
-778
-0.4% -$65.8K 0.05% 370
2022
Q1
$19.1M Buy
217,596
+73
+0% +$6.41K 0.04% 381
2021
Q4
$27.8M Sell
217,523
-22,792
-9% -$2.91M 0.06% 290
2021
Q3
$19.7M Sell
240,315
-11,947
-5% -$977K 0.05% 350
2021
Q2
$23M Buy
252,262
+2,126
+0.8% +$194K 0.06% 314
2021
Q1
$21.4M Sell
250,136
-5,581
-2% -$477K 0.06% 305
2020
Q4
$24.1M Sell
255,717
-50,112
-16% -$4.73M 0.07% 256
2020
Q3
$26.6M Sell
305,829
-26,421
-8% -$2.3M 0.09% 219
2020
Q2
$29M Buy
332,250
+24,449
+8% +$2.14M 0.11% 187
2020
Q1
$25.4M Buy
307,801
+15,305
+5% +$1.26M 0.12% 169
2019
Q4
$27.7M Buy
292,496
+14,638
+5% +$1.39M 0.11% 186
2019
Q3
$24.1M Buy
277,858
+2,152
+0.8% +$187K 0.1% 196
2019
Q2
$25.2M Sell
275,706
-28,138
-9% -$2.57M 0.11% 188
2019
Q1
$26.2M Sell
303,844
-1,322
-0.4% -$114K 0.12% 174
2018
Q4
$23.5M Buy
305,166
+5,614
+2% +$432K 0.12% 162
2018
Q3
$23.1M Buy
299,552
+192
+0.1% +$14.8K 0.11% 181
2018
Q2
$20.3M Buy
299,360
+17,624
+6% +$1.19M 0.11% 188
2018
Q1
$20.4M Buy
281,736
+4,403
+2% +$319K 0.11% 176
2017
Q4
$20.9M Buy
277,333
+4,090
+1% +$308K 0.11% 173
2017
Q3
$21M Buy
273,243
+1,443
+0.5% +$111K 0.13% 159
2017
Q2
$20.3M Buy
271,800
+17,377
+7% +$1.3M 0.13% 152
2017
Q1
$16.9M Buy
254,423
+25,449
+11% +$1.69M 0.11% 179
2016
Q4
$14.9M Buy
228,974
+50,895
+29% +$3.32M 0.11% 184
2016
Q3
$12.6M Buy
178,079
+1,389
+0.8% +$98.3K 0.1% 202
2016
Q2
$13.1M Sell
176,690
-9,029
-5% -$668K 0.11% 182
2016
Q1
$12.1M Buy
185,719
+20,910
+13% +$1.36M 0.11% 188
2015
Q4
$12.7M Buy
164,809
+18,619
+13% +$1.44M 0.12% 177
2015
Q3
$12M Buy
146,190
+5,977
+4% +$492K 0.13% 165
2015
Q2
$12.4M Buy
140,213
+2,508
+2% +$221K 0.12% 173
2015
Q1
$12.2M Buy
137,705
+4,939
+4% +$436K 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% +$194K 0.13% 144
2014
Q2
$10.5M Sell
128,907
-6,584
-5% -$534K 0.13% 153
2014
Q1
$10.3M Sell
135,491
-3,837
-3% -$292K 0.14% 139
2013
Q4
$10M Buy
139,328
+3,839
+3% +$277K 0.15% 141
2013
Q3
$9.31M Buy
135,489
+9,656
+8% +$664K 0.15% 136
2013
Q2
$7.97M Buy
+125,833
New +$7.97M 0.14% 148