D'Orazio & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $640K | Buy |
4,187
+59
| +1% | +$9.04K | 0.08% | 92 |
|
|
2025
Q4 | $569K | Buy |
4,128
+150
| +4% | +$19.6K | 0.07% | 110 |
|
|
2025
Q3 | $510K | Buy |
3,978
+60
| +2% | +$7.32K | 0.07% | 111 |
|
|
2025
Q2 | $474K | Buy |
3,918
+123
| +3% | +$13.9K | 0.07% | 110 |
|
|
2025
Q1 | $423K | Buy |
3,795
+108
| +3% | +$11.5K | 0.06% | 115 |
|
|
2024
Q4 | $359K | Sell |
3,687
-175
| -5% | -$18.7K | 0.05% | 123 |
|
|
2024
Q3 | $444K | Buy |
3,862
+70
| +2% | +$7.94K | 0.06% | 99 |
|
|
2024
Q2 | $404K | Buy |
3,792
+30
| +0.8% | +$3.01K | 0.06% | 99 |
|
|
2024
Q1 | $364K | Buy |
3,762
+135
| +4% | +$13.8K | 0.06% | 106 |
|
|
2023
Q4 | $366K | Buy |
3,627
+448
| +14% | +$43.2K | 0.07% | 92 |
|
|
2023
Q3 | $324K | Sell |
3,179
-244
| -7% | -$24.8K | 0.07% | 90 |
|
|
2023
Q2 | $345K | Buy |
3,423
+513
| +18% | +$51.3K | 0.08% | 90 |
|
|
2023
Q1 | $268K | Sell |
2,910
-264
| -8% | -$23.1K | 0.07% | 97 |
|
|
2022
Q4 | $288K | Buy |
+3,174
| New | +$267K | 0.07% | 110 |
|
|
2021
Q4 | – | Sell |
-576
| Closed | -$47K | – | 504 |
|
|
2021
Q3 | $47K | Buy |
+576
| New | +$51.8K | 0.01% | 213 |
|
|
2017
Q4 | – | Sell |
-126
| Closed | -$10K | – | 341 |
|
|
2017
Q3 | $10K | Hold |
126
| – | – | ﹤0.01% | 197 |
|
|
2017
Q2 | $9K | Hold |
126
| – | – | ﹤0.01% | 241 |
|
|
2017
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 233 |
|
|
2016
Q4 | $8K | Hold |
126
| – | – | ﹤0.01% | 215 |
|
|
2016
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 212 |
|
|
2016
Q2 | $9K | Hold |
126
| – | – | ﹤0.01% | 216 |
|
|
2016
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 230 |
|
|
2015
Q4 | $10K | Sell |
126
-279
| -69% | -$22.2K | ﹤0.01% | 190 |
|
|
2015
Q3 | $34K | Hold |
405
| – | – | 0.02% | 120 |
|
|
2015
Q2 | $36K | Hold |
405
| – | – | 0.02% | 114 |
|
|
2015
Q1 | $36K | Hold |
405
| – | – | 0.03% | 120 |
|
|
2014
Q4 | $34K | Hold |
405
| – | – | 0.02% | 111 |
|
|
2014
Q3 | $34K | Hold |
405
| – | – | 0.02% | 109 |
|
|
2014
Q2 | $33K | Hold |
405
| – | – | 0.02% | 113 |
|
|
2014
Q1 | $31K | Hold |
405
| – | – | 0.02% | 114 |
|
|
2013
Q4 | $29K | Buy |
+405
| New | +$28.2K | 0.02% | 101 |
|
Other funds holding NVS
