Dennis R. Delaney’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,725
| New | +$209K | 0.11% | 46 |
|
|
2024
Q4 | – | Sell |
-5,690
| Closed | -$654K | – | 47 |
|
|
2024
Q3 | $654K | Sell |
5,690
-7,788
| -58% | -$896K | 0.34% | 37 |
|
|
2024
Q2 | $1.43M | Sell |
13,478
-10,297
| -43% | -$1.1M | 0.78% | 32 |
|
|
2024
Q1 | $2.3M | Sell |
23,775
-7,080
| -23% | -$685K | 1.25% | 31 |
|
|
2023
Q4 | $3.12M | Sell |
30,855
-9,953
| -24% | -$1M | 1.85% | 25 |
|
|
2023
Q3 | $4.16M | Sell |
40,808
-2,955
| -7% | -$301K | 2.68% | 17 |
|
|
2023
Q2 | $4.42M | Buy |
43,763
+11,092
| +34% | +$1.12M | 2.69% | 17 |
|
|
2023
Q1 | $3.01M | Buy |
32,671
+220
| +0.7% | +$20.2K | 2.56% | 17 |
|
|
2022
Q4 | $2.94M | Sell |
32,451
-250
| -0.8% | -$22.7K | 2.64% | 18 |
|
|
2022
Q3 | $2.49M | Buy |
+32,701
| New | +$2.49M | 2.39% | 18 |
|
|
2020
Q2 | $2.13M | Buy |
24,412
+50
| +0.2% | +$4.37K | 2.86% | 13 |
|
|
2020
Q1 | $2.01M | Buy |
24,362
+65
| +0.3% | +$5.36K | 3.14% | 12 |
|
|
2019
Q4 | $2.3M | Sell |
24,297
-175
| -0.7% | -$16.6K | 2.95% | 12 |
|
|
2019
Q3 | $2.13M | Sell |
24,472
-750
| -3% | -$65.2K | 2.89% | 13 |
|
|
2019
Q2 | $2.3M | Sell |
25,222
-2,859
| -10% | -$261K | 3.08% | 12 |
|
|
2019
Q1 | $2.42M | Sell |
28,081
-422
| -1% | -$36.4K | 3.27% | 11 |
|
|
2018
Q4 | $2.19M | Buy |
28,503
+56
| +0.2% | +$4.31K | 3.39% | 12 |
|
|
2018
Q3 | $2.2M | Buy |
28,447
+1,306
| +5% | +$101K | 2.86% | 13 |
|
|
2018
Q2 | $1.84M | Sell |
27,141
-631
| -2% | -$42.7K | 2.64% | 14 |
|
|
2018
Q1 | $2.01M | Sell |
27,772
-446
| -2% | -$32.3K | 2.83% | 12 |
|
|
2017
Q4 | $2.12M | Buy |
28,218
+8,186
| +41% | +$616K | 2.84% | 12 |
|
|
2017
Q3 | $1.54M | Buy |
20,032
+335
| +2% | +$25.8K | 2.99% | 14 |
|
|
2017
Q2 | $1.47M | Buy |
19,697
+329
| +2% | +$24.6K | 2.97% | 13 |
|
|
2017
Q1 | $1.29M | Buy |
19,368
+44
| +0.2% | +$2.93K | 2.69% | 16 |
|
|
2016
Q4 | $1.26M | Buy |
19,324
+34
| +0.2% | +$2.22K | 2.7% | 16 |
|
|
2016
Q3 | $1.37M | Buy |
19,290
+206
| +1% | +$14.6K | 2.9% | 13 |
|
|
2016
Q2 | $1.41M | Buy |
19,084
+45
| +0.2% | +$3.33K | 3.02% | 12 |
|
|
2016
Q1 | $1.24M | Buy |
19,039
+34
| +0.2% | +$2.21K | 2.68% | 14 |
|
|
2015
Q4 | $1.46M | Buy |
+19,005
| New | +$1.46M | 3.27% | 12 |
|