Courier 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 | $242K | Hold |
1,998
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $223K | Buy |
+1,998
| New | +$223K | 0.01% | 350 |
|
|
2023
Q3 | – | Sell |
-2,347
| Closed | -$237K | – | 356 |
|
|
2023
Q2 | $237K | Sell |
2,347
-1,097
| -32% | -$111K | 0.02% | 329 |
|
|
2023
Q1 | $317K | Sell |
3,444
-25
| -0.7% | -$2.3K | 0.04% | 222 |
|
|
2022
Q4 | $315K | Hold |
3,469
| – | – | 0.04% | 227 |
|
|
2022
Q3 | $264K | Buy |
3,469
+399
| +13% | +$30.4K | 0.03% | 236 |
|
|
2022
Q2 | $259K | Hold |
3,070
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $269K | Hold |
3,070
| – | – | 0.03% | 252 |
|
|
2021
Q4 | $269K | Hold |
3,070
| – | – | 0.03% | 259 |
|
|
2021
Q3 | $251K | Sell |
3,070
-115
| -4% | -$9.4K | 0.02% | 277 |
|
|
2021
Q2 | $291K | Hold |
3,185
| – | – | 0.03% | 259 |
|
|
2021
Q1 | $272K | Sell |
3,185
-101
| -3% | -$8.63K | 0.03% | 261 |
|
|
2020
Q4 | $310K | Hold |
3,286
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $278K | Sell |
3,286
-468
| -12% | -$39.6K | 0.03% | 233 |
|
|
2020
Q2 | $329K | Sell |
3,754
-193
| -5% | -$16.9K | 0.04% | 199 |
|
|
2020
Q1 | $348K | Hold |
3,947
| – | – | 0.05% | 182 |
|
|
2019
Q4 | $374K | Sell |
3,947
-1,450
| -27% | -$137K | 0.04% | 199 |
|
|
2019
Q3 | $460K | Buy |
5,397
+1,250
| +30% | +$107K | 0.06% | 175 |
|
|
2019
Q2 | $379K | Sell |
4,147
-593
| -13% | -$54.2K | 0.05% | 199 |
|
|
2019
Q1 | $408K | Buy |
4,740
+263
| +6% | +$22.6K | 0.05% | 174 |
|
|
2018
Q4 | $344K | Buy |
4,477
+30
| +0.7% | +$2.31K | 0.05% | 186 |
|
|
2018
Q3 | $343K | Sell |
4,447
-927
| -17% | -$71.5K | 0.04% | 212 |
|
|
2018
Q2 | $364K | Hold |
5,374
| – | – | 0.05% | 206 |
|
|
2018
Q1 | $389K | Hold |
5,374
| – | – | 0.05% | 195 |
|
|
2017
Q4 | $404K | Sell |
5,374
-167
| -3% | -$12.6K | 0.05% | 188 |
|
|
2017
Q3 | $426K | Hold |
5,541
| – | – | 0.06% | 168 |
|
|
2017
Q2 | $414K | Buy |
5,541
+190
| +4% | +$14.2K | 0.07% | 175 |
|
|
2017
Q1 | $356K | Buy |
5,351
+112
| +2% | +$7.45K | 0.06% | 188 |
|
|
2016
Q4 | $342K | Sell |
5,239
-624
| -11% | -$40.7K | 0.07% | 182 |
|
|
2016
Q3 | $415K | Sell |
5,863
-168
| -3% | -$11.9K | 0.08% | 167 |
|
|
2016
Q2 | $446K | Sell |
6,031
-146
| -2% | -$10.8K | 0.09% | 162 |
|
|
2016
Q1 | $401K | Sell |
6,177
-46
| -0.7% | -$2.99K | 0.08% | 164 |
|
|
2015
Q4 | $480K | Buy |
6,223
+1,232
| +25% | +$95K | 0.1% | 141 |
|
|
2015
Q3 | $411K | Hold |
4,991
| – | – | 0.09% | 157 |
|
|
2015
Q2 | $440K | Buy |
4,991
+16
| +0.3% | +$1.41K | 0.09% | 158 |
|
|
2015
Q1 | $440K | Hold |
4,975
| – | – | 0.09% | 170 |
|
|
2014
Q4 | $413K | Sell |
4,975
-231
| -4% | -$19.2K | 0.08% | 174 |
|
|
2014
Q3 | $439K | Buy |
5,206
+3
| +0.1% | +$253 | 0.09% | 166 |
|
|
2014
Q2 | $422K | Hold |
5,203
| – | – | 0.08% | 175 |
|
|
2014
Q1 | $396K | Hold |
5,203
| – | – | 0.08% | 178 |
|
|
2013
Q4 | $375K | Hold |
5,203
| – | – | 0.08% | 187 |
|
|
2013
Q3 | $358K | Buy |
5,203
+24
| +0.5% | +$1.65K | 0.08% | 187 |
|
|
2013
Q2 | $328K | Buy |
+5,179
| New | +$328K | 0.08% | 185 |
|