Creative Planning’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2M | Buy |
398,258
+11,267
| +3% | +$1.36M | 0.04% | 175 |
|
|
2025
Q1 | $43.1M | Buy |
386,991
+33,232
| +9% | +$3.7M | 0.04% | 189 |
|
|
2024
Q4 | $34.4M | Buy |
353,759
+8,808
| +3% | +$857K | 0.03% | 198 |
|
|
2024
Q3 | $39.7M | Buy |
344,951
+13,486
| +4% | +$1.55M | 0.04% | 172 |
|
|
2024
Q2 | $35.3M | Buy |
331,465
+14,858
| +5% | +$1.58M | 0.04% | 180 |
|
|
2024
Q1 | $30.6M | Buy |
316,607
+6,419
| +2% | +$621K | 0.03% | 192 |
|
|
2023
Q4 | $31.3M | Sell |
310,188
-137,394
| -31% | -$13.9M | 0.06% | 179 |
|
|
2023
Q3 | $45.6M | Buy |
447,582
+146,327
| +49% | +$14.9M | 0.06% | 134 |
|
|
2023
Q2 | $30.4M | Buy |
301,255
+14,742
| +5% | +$1.49M | 0.04% | 171 |
|
|
2023
Q1 | $26.4M | Sell |
286,513
-2,623
| -0.9% | -$241K | 0.04% | 183 |
|
|
2022
Q4 | $26.2M | Sell |
289,136
-12,014
| -4% | -$1.09M | 0.04% | 176 |
|
|
2022
Q3 | $22.9M | Sell |
301,150
-11,654
| -4% | -$886K | 0.04% | 168 |
|
|
2022
Q2 | $26.4M | Sell |
312,804
-29,662
| -9% | -$2.51M | 0.04% | 166 |
|
|
2022
Q1 | $30.1M | Buy |
342,466
+256,185
| +297% | +$22.5M | 0.05% | 152 |
|
|
2021
Q4 | $7.55M | Sell |
86,281
-18,846
| -18% | -$1.65M | 0.01% | 337 |
|
|
2021
Q3 | $8.6M | Buy |
105,127
+33,024
| +46% | +$2.7M | 0.02% | 291 |
|
|
2021
Q2 | $6.58M | Sell |
72,103
-14,140
| -16% | -$1.29M | 0.01% | 340 |
|
|
2021
Q1 | $7.37M | Sell |
86,243
-3,170
| -4% | -$271K | 0.01% | 324 |
|
|
2020
Q4 | $8.44M | Buy |
89,413
+2,615
| +3% | +$247K | 0.02% | 280 |
|
|
2020
Q3 | $7.52M | Buy |
86,798
+11,828
| +16% | +$1.02M | 0.02% | 252 |
|
|
2020
Q2 | $6.55M | Sell |
74,970
-14,827
| -17% | -$1.3M | 0.02% | 244 |
|
|
2020
Q1 | $7.4M | Buy |
89,797
+12,404
| +16% | +$1.02M | 0.03% | 204 |
|
|
2019
Q4 | $7.33M | Buy |
77,393
+3,400
| +5% | +$322K | 0.02% | 240 |
|
|
2019
Q3 | $6.43M | Buy |
73,993
+328
| +0.4% | +$28.5K | 0.02% | 243 |
|
|
2019
Q2 | $6.73M | Sell |
73,665
-4,391
| -6% | -$401K | 0.02% | 237 |
|
|
2019
Q1 | $6.72M | Sell |
78,056
-3,158
| -4% | -$272K | 0.02% | 219 |
|
|
2018
Q4 | $6.25M | Buy |
81,214
+2,485
| +3% | +$191K | 0.03% | 207 |
|
|
2018
Q3 | $6.08M | Buy |
78,729
+14,148
| +22% | +$1.09M | 0.02% | 235 |
|
|
2018
Q2 | $4.37M | Buy |
64,581
+450
| +0.7% | +$30.5K | 0.02% | 280 |
|
|
2018
Q1 | $4.65M | Sell |
64,131
-2,580
| -4% | -$187K | 0.02% | 259 |
|
|
2017
Q4 | $5.02M | Buy |
66,711
+990
| +2% | +$74.5K | 0.02% | 244 |
|
|
2017
Q3 | $5.06M | Buy |
65,721
+4,322
| +7% | +$332K | 0.02% | 238 |
|
|
2017
Q2 | $4.59M | Sell |
61,399
-3,513
| -5% | -$263K | 0.02% | 234 |
|
|
2017
Q1 | $4.32M | Sell |
64,912
-7,850
| -11% | -$522K | 0.02% | 234 |
|
|
2016
Q4 | $4.75M | Buy |
72,762
+1,263
| +2% | +$82.4K | 0.03% | 213 |
|
|
2016
Q3 | $5.06M | Buy |
71,499
+39,671
| +125% | +$2.81M | 0.03% | 196 |
|
|
2016
Q2 | $2.35M | Sell |
31,828
-1,119
| -3% | -$82.7K | 0.02% | 303 |
|
|
2016
Q1 | $2.14M | Buy |
32,947
+1,688
| +5% | +$110K | 0.02% | 303 |
|
|
2015
Q4 | $2.41M | Sell |
31,259
-8,651
| -22% | -$667K | 0.02% | 271 |
|
|
2015
Q3 | $3.29M | Buy |
39,910
+7,689
| +24% | +$633K | 0.03% | 209 |
|
|
2015
Q2 | $2.84M | Buy |
32,221
+4,810
| +18% | +$424K | 0.03% | 227 |
|
|
2015
Q1 | $2.42M | Buy |
27,411
+950
| +4% | +$83.9K | 0.02% | 243 |
|
|
2014
Q4 | $2.2M | Sell |
26,461
-3,164
| -11% | -$263K | 0.02% | 253 |
|
|
2014
Q3 | $2.5M | Buy |
29,625
+8,143
| +38% | +$687K | 0.03% | 207 |
|
|
2014
Q2 | $1.74M | Buy |
21,482
+2,094
| +11% | +$170K | 0.02% | 255 |
|
|
2014
Q1 | $1.48M | Buy |
19,388
+1,927
| +11% | +$147K | 0.02% | 263 |
|
|
2013
Q4 | $1.26M | Sell |
17,461
-1,175
| -6% | -$84.7K | 0.02% | 258 |
|
|
2013
Q3 | $1.28M | Buy |
18,636
+6,966
| +60% | +$479K | 0.03% | 221 |
|
|
2013
Q2 | $739K | Buy |
+11,670
| New | +$739K | 0.02% | 300 |
|