Dearborn Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.26M Sell
35,210
-26,963
-43% -$3.26M 0.2% 74
2025
Q1
$6.93M Sell
62,173
-228
-0.4% -$25.4K 0.33% 68
2024
Q4
$6.07M Buy
62,401
+67
+0.1% +$6.52K 0.25% 70
2024
Q3
$7.17M Buy
62,334
+19
+0% +$2.19K 0.29% 68
2024
Q2
$6.63M Hold
62,315
0.29% 67
2024
Q1
$6.03M Sell
62,315
-86
-0.1% -$8.32K 0.26% 71
2023
Q4
$6.3M Sell
62,401
-848
-1% -$85.6K 0.23% 72
2023
Q3
$6.44M Sell
63,249
-59
-0.1% -$6.01K 0.25% 68
2023
Q2
$6.39M Buy
63,308
+225
+0.4% +$22.7K 0.24% 70
2023
Q1
$5.8M Sell
63,083
-10
-0% -$920 0.23% 71
2022
Q4
$5.72M Sell
63,093
-429
-0.7% -$38.9K 0.23% 72
2022
Q3
$4.83M Sell
63,522
-12
-0% -$912 0.21% 70
2022
Q2
$5.37M Sell
63,534
-26
-0% -$2.2K 0.23% 68
2022
Q1
$5.58M Sell
63,560
-3,767
-6% -$331K 0.21% 70
2021
Q4
$5.89M Sell
67,327
-23,219
-26% -$2.03M 0.21% 70
2021
Q3
$7.41M Buy
90,546
+781
+0.9% +$63.9K 0.3% 66
2021
Q2
$8.19M Buy
89,765
+997
+1% +$91K 0.33% 63
2021
Q1
$7.59M Sell
88,768
-1,059
-1% -$90.5K 0.32% 64
2020
Q4
$8.48M Buy
89,827
+9,002
+11% +$850K 0.39% 61
2020
Q3
$7.03M Buy
80,825
+76
+0.1% +$6.61K 0.35% 63
2020
Q2
$7.05M Buy
80,749
+1,790
+2% +$156K 0.38% 64
2020
Q1
$6.51M Buy
78,959
+1,518
+2% +$125K 0.4% 62
2019
Q4
$7.33M Buy
77,441
+4,175
+6% +$395K 0.37% 65
2019
Q3
$6.37M Sell
73,266
-679
-0.9% -$59K 0.37% 67
2019
Q2
$6.75M Sell
73,945
-7,777
-10% -$710K 0.41% 63
2019
Q1
$7.04M Buy
81,722
+36
+0% +$3.1K 0.47% 63
2018
Q4
$6.28M Buy
81,686
+421
+0.5% +$32.4K 0.49% 63
2018
Q3
$6.27M Buy
81,265
+3,055
+4% +$236K 0.44% 65
2018
Q2
$5.29M Sell
78,210
-262,258
-77% -$17.8M 0.41% 66
2018
Q1
$24.7M Sell
340,468
-75,996
-18% -$5.51M 1.9% 11
2017
Q4
$31.3M Sell
416,464
-9,667
-2% -$727K 2.26% 8
2017
Q3
$32.8M Sell
426,131
-9,618
-2% -$740K 2.41% 7
2017
Q2
$32.6M Buy
435,749
+21,140
+5% +$1.58M 2.41% 6
2017
Q1
$27.6M Buy
414,609
+17,782
+4% +$1.18M 2.15% 12
2016
Q4
$25.9M Buy
396,827
+7,638
+2% +$499K 2.17% 11
2016
Q3
$27.5M Buy
389,189
+6,977
+2% +$494K 2.32% 7
2016
Q2
$28.3M Buy
382,212
+11,636
+3% +$860K 2.45% 4
2016
Q1
$24.1M Buy
370,576
+23,638
+7% +$1.53M 2.24% 7
2015
Q4
$26.7M Buy
346,938
+17,513
+5% +$1.35M 2.49% 2
2015
Q3
$27.1M Buy
329,425
+8,106
+3% +$668K 2.72% 1
2015
Q2
$28.3M Sell
321,319
-193
-0.1% -$17K 2.73% 1
2015
Q1
$28.4M Buy
321,512
+35,916
+13% +$3.17M 2.48% 1
2014
Q4
$23.7M Buy
285,596
+3,090
+1% +$257K 2.18% 3
2014
Q3
$23.8M Buy
282,506
+170
+0.1% +$14.3K 2.31% 2
2014
Q2
$22.9M Buy
282,336
+19,915
+8% +$1.62M 2.25% 3
2014
Q1
$20M Buy
262,421
+17,843
+7% +$1.36M 2.18% 3
2013
Q4
$17.6M Buy
244,578
+16,556
+7% +$1.19M 2.05% 5
2013
Q3
$15.7M Buy
228,022
+12,343
+6% +$848K 2.06% 5
2013
Q2
$13.7M Buy
+215,679
New +$13.7M 1.94% 8