DM
Delphi Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
12,147
-1,152
| -9% | -$139K | 1.42% | 20 |
|
|
2025
Q1 | $1.48M | Sell |
13,299
-1,010
| -7% | -$113K | 1.51% | 12 |
|
|
2024
Q4 | $1.39M | Buy |
14,309
+1,128
| +9% | +$110K | 1.35% | 41 |
|
|
2024
Q3 | $1.52M | Sell |
13,181
-3,701
| -22% | -$426K | 1.38% | 29 |
|
|
2024
Q2 | $1.8M | Buy |
16,882
+403
| +2% | +$42.9K | 1.47% | 22 |
|
|
2024
Q1 | $1.59M | Buy |
16,479
+1,329
| +9% | +$129K | 1.24% | 54 |
|
|
2023
Q4 | $1.53M | Buy |
15,150
+1,793
| +13% | +$181K | 1.41% | 28 |
|
|
2023
Q3 | $1.36M | Buy |
13,357
+636
| +5% | +$64.8K | 1.39% | 20 |
|
|
2023
Q2 | $1.28M | Buy |
+12,721
| New | +$1.28M | 1.33% | 36 |
|
|
2022
Q4 | $1.35M | Buy |
+14,858
| New | +$1.35M | 1.63% | 14 |
|
|
2021
Q4 | $1.47M | Buy |
16,787
+3,314
| +25% | +$290K | 1.38% | 23 |
|
|
2021
Q3 | $1.1M | Buy |
13,473
+168
| +1% | +$13.7K | 1.13% | 40 |
|
|
2021
Q2 | $1.21M | Buy |
13,305
+431
| +3% | +$39.3K | 1.16% | 40 |
|
|
2021
Q1 | $1.1M | Buy |
+12,874
| New | +$1.1M | 1.17% | 51 |
|