CAM
Cypress Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Hold |
6,875
| – | – | 0.2% | 74 |
|
|
2025
Q1 | $766K | Sell |
6,875
-207
| -3% | -$23.1K | 0.21% | 74 |
|
|
2024
Q4 | $704K | Sell |
7,082
-874
| -11% | -$86.9K | 0.17% | 75 |
|
|
2024
Q3 | $915K | Buy |
7,956
+150
| +2% | +$17.3K | 0.23% | 71 |
|
|
2024
Q2 | $847K | Sell |
7,806
-340
| -4% | -$36.9K | 0.22% | 72 |
|
|
2024
Q1 | $802K | Sell |
8,146
-100
| -1% | -$9.85K | 0.22% | 75 |
|
|
2023
Q4 | $833K | Sell |
8,246
-177
| -2% | -$17.9K | 0.25% | 75 |
|
|
2023
Q3 | $858K | Buy |
8,423
+295
| +4% | +$30K | 0.29% | 75 |
|
|
2023
Q2 | $820K | Sell |
8,128
-150
| -2% | -$15.1K | 0.26% | 79 |
|
|
2023
Q1 | $762K | Sell |
8,278
-105
| -1% | -$9.66K | 0.26% | 83 |
|
|
2022
Q4 | $761K | Hold |
8,383
| – | – | 0.28% | 83 |
|
|
2022
Q3 | $637K | Hold |
8,383
| – | – | 0.24% | 89 |
|
|
2022
Q2 | $709K | Sell |
8,383
-330
| -4% | -$27.9K | 0.25% | 86 |
|
|
2022
Q1 | $765K | Sell |
8,713
-1,900
| -18% | -$167K | 0.22% | 92 |
|
|
2021
Q4 | $928K | Sell |
10,613
-206
| -2% | -$18K | 0.22% | 93 |
|
|
2021
Q3 | $885K | Sell |
10,819
-165
| -2% | -$13.5K | 0.23% | 93 |
|
|
2021
Q2 | $1M | Sell |
10,984
-1,481
| -12% | -$135K | 0.26% | 90 |
|
|
2021
Q1 | $1.07M | Sell |
12,465
-1,535
| -11% | -$131K | 0.3% | 87 |
|
|
2020
Q4 | $1.32M | Sell |
14,000
-100
| -0.7% | -$9.44K | 0.37% | 80 |
|
|
2020
Q3 | $1.23M | Sell |
14,100
-665
| -5% | -$57.8K | 0.38% | 80 |
|
|
2020
Q2 | $1.29M | Sell |
14,765
-60
| -0.4% | -$5.24K | 0.43% | 74 |
|
|
2020
Q1 | $1.22M | Buy |
14,825
+215
| +1% | +$17.7K | 0.53% | 63 |
|
|
2019
Q4 | $1.38M | Sell |
14,610
-600
| -4% | -$56.8K | 0.47% | 71 |
|
|
2019
Q3 | $1.32M | Sell |
15,210
-625
| -4% | -$54.3K | 0.46% | 68 |
|
|
2019
Q2 | $1.45M | Buy |
15,835
+125
| +0.8% | +$11.4K | 0.49% | 65 |
|
|
2019
Q1 | $1.51M | Sell |
15,710
-225
| -1% | -$21.6K | 0.51% | 67 |
|
|
2018
Q4 | $1.37M | Sell |
15,935
-267
| -2% | -$22.9K | 0.51% | 65 |
|
|
2018
Q3 | $1.4M | Sell |
16,202
-100
| -0.6% | -$8.62K | 0.41% | 73 |
|
|
2018
Q2 | $1.23M | Sell |
16,302
-850
| -5% | -$64.2K | 0.36% | 80 |
|
|
2018
Q1 | $1.39M | Sell |
17,152
-3,382
| -16% | -$273K | 0.41% | 76 |
|
|
2017
Q4 | $1.72M | Sell |
20,534
-740
| -3% | -$62.1K | 0.37% | 77 |
|
|
2017
Q3 | $1.83M | Sell |
21,274
-110
| -0.5% | -$9.44K | 0.39% | 77 |
|
|
2017
Q2 | $1.79M | Sell |
21,384
-650
| -3% | -$54.3K | 0.37% | 75 |
|
|
2017
Q1 | $1.64M | Sell |
22,034
-2,545
| -10% | -$189K | 0.31% | 83 |
|
|
2016
Q4 | $1.79M | Sell |
24,579
-275
| -1% | -$20K | 0.34% | 77 |
|
|
2016
Q3 | $1.96M | Buy |
24,854
+645
| +3% | +$50.9K | 0.39% | 73 |
|
|
2016
Q2 | $2M | Sell |
24,209
-1,138
| -4% | -$93.9K | 0.4% | 76 |
|
|
2016
Q1 | $1.84M | Buy |
25,347
+268
| +1% | +$19.4K | 0.37% | 79 |
|
|
2015
Q4 | $2.16M | Buy |
25,079
+878
| +4% | +$75.6K | 0.43% | 71 |
|
|
2015
Q3 | $2.23M | Buy |
24,201
+160
| +0.7% | +$14.7K | 0.47% | 66 |
|
|
2015
Q2 | $2.36M | Buy |
24,041
+1,584
| +7% | +$156K | 0.44% | 68 |
|
|
2015
Q1 | $2.21M | Sell |
22,457
-75
| -0.3% | -$7.39K | 0.41% | 72 |
|
|
2014
Q4 | $2.09M | Sell |
22,532
-750
| -3% | -$69.5K | 0.38% | 68 |
|
|
2014
Q3 | $2.19M | Sell |
23,282
-50
| -0.2% | -$4.71K | 0.4% | 71 |
|
|
2014
Q2 | $2.11M | Sell |
23,332
-1,027
| -4% | -$93K | 0.36% | 76 |
|
|
2014
Q1 | $2.07M | Sell |
24,359
-1,162
| -5% | -$98.8K | 0.38% | 72 |
|
|
2013
Q4 | $2.05M | Buy |
25,521
+100
| +0.4% | +$8.04K | 0.36% | 74 |
|
|
2013
Q3 | $1.95M | Sell |
25,421
-700
| -3% | -$53.7K | 0.36% | 71 |
|
|
2013
Q2 | $1.85M | Buy |
+26,121
| New | +$1.85M | 0.34% | 73 |
|