Court Place Advisors’s Novartis NVS Stock Holding History

Court Place Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Hold	9,120	–	–	0.35%	62
2025 Q1	$1.02M	Sell	9,120 -900	-9%	-$100K	0.34%	64
2024 Q4	$975K	Sell	10,020 -1,550	-13%	-$151K	0.32%	67
2024 Q3	$1.33M	Sell	11,570 -250	-2%	-$28.8K	0.39%	58
2024 Q2	$1.26M	Buy	11,820 +425	+4%	+$45.2K	0.39%	58
2024 Q1	$1.1M	Sell	11,395 -1,400	-11%	-$135K	0.36%	62
2023 Q4	$1.29M	Sell	12,795 -200	-2%	-$20.2K	0.42%	56
2023 Q3	$1.32M	Hold	12,995	–	–	0.47%	58
2023 Q2	$1.31M	Sell	12,995 -330	-2%	-$33.3K	0.46%	56
2023 Q1	$1.23M	Hold	13,325	–	–	0.44%	59
2022 Q4	$1.21M	Sell	13,325 -274	-2%	-$24.9K	0.44%	58
2022 Q3	$1.03M	Sell	13,599 -835	-6%	-$63.5K	0.42%	63
2022 Q2	$1.22M	Sell	14,434 -316	-2%	-$26.7K	0.46%	57
2022 Q1	$1.29M	Sell	14,750 -4,115	-22%	-$361K	0.42%	63
2021 Q4	$1.65M	Sell	18,865 -2,600	-12%	-$227K	0.45%	59
2021 Q3	$1.76M	Sell	21,465 -360	-2%	-$29.4K	0.52%	52
2021 Q2	$1.99M	Sell	21,825 -240	-1%	-$21.9K	0.58%	51
2021 Q1	$1.89M	Sell	22,065 -750	-3%	-$64.1K	0.59%	46
2020 Q4	$2.15M	Sell	22,815 -385	-2%	-$36.3K	0.72%	39
2020 Q3	$2.02M	Sell	23,200 -100	-0.4%	-$8.69K	0.75%	36
2020 Q2	$2.04M	Hold	23,300	–	–	0.79%	35
2020 Q1	$1.92M	Sell	23,300 -100	-0.4%	-$8.25K	0.86%	32
2019 Q4	$2.22M	Sell	23,400 -427	-2%	-$40.4K	0.8%	36
2019 Q3	$2.07M	Hold	23,827	–	–	0.8%	35
2019 Q2	$2.18M	Sell	23,827 -2,103	-8%	-$192K	0.86%	34
2019 Q1	$2.23M	Sell	25,930 -95	-0.4%	-$8.19K	0.9%	31
2018 Q4	$2M	Sell	26,025 -230	-0.9%	-$17.7K	0.91%	34
2018 Q3	$2.03M	Sell	26,255 -1,428	-5%	-$110K	0.77%	40
2018 Q2	$1.87M	Sell	27,683 -408	-1%	-$27.6K	0.78%	40
2018 Q1	$2.04M	Buy	28,091 +257	+0.9%	+$18.6K	0.85%	39
2017 Q4	$2.09M	Sell	27,834 -447	-2%	-$33.6K	0.86%	38
2017 Q3	$2.18M	Sell	28,281 -502	-2%	-$38.6K	0.97%	35
2017 Q2	$2.15M	Sell	28,783 -223	-0.8%	-$16.7K	1.02%	31
2017 Q1	$1.93M	Sell	29,006 -725	-2%	-$48.2K	0.95%	33
2016 Q4	$1.94M	Sell	29,731 -36	-0.1%	-$2.35K	1.01%	32
2016 Q3	$2.11M	Sell	29,767 -186	-0.6%	-$13.2K	1.17%	26
2016 Q2	$2.22M	Sell	29,953 -475	-2%	-$35.1K	1.28%	25
2016 Q1	$1.98M	Sell	30,428 -223	-0.7%	-$14.5K	1.22%	25
2015 Q4	$2.36M	Hold	30,651	–	–	1.51%	17
2015 Q3	$2.53M	Buy	30,651 +121	+0.4%	+$9.97K	1.75%	17
2015 Q2	$2.69M	Hold	30,530	–	–	1.72%	17
2015 Q1	$2.7M	Sell	30,530 -391	-1%	-$34.6K	1.72%	15
2014 Q4	$2.57M	Sell	30,921 -28	-0.1%	-$2.33K	1.66%	17
2014 Q3	$2.61M	Sell	30,949 -223	-0.7%	-$18.8K	1.78%	17
2014 Q2	$2.53M	Sell	31,172 -112	-0.4%	-$9.09K	1.75%	17
2014 Q1	$2.38M	Hold	31,284	–	–	1.73%	18
2013 Q4	$2.25M	Buy	+31,284	New	+$2.25M	1.72%	18