Douglass Winthrop Advisors’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 | $1.5M | Hold |
9,838
| – | – | 0.03% | 133 |
|
|
2025
Q4 | $1.36M | Buy |
9,838
+200
| +2% | +$26.2K | 0.02% | 136 |
|
|
2025
Q3 | $1.24M | Buy |
9,638
+2,857
| +42% | +$349K | 0.02% | 140 |
|
|
2025
Q2 | $821K | Hold |
6,781
| – | – | 0.01% | 153 |
|
|
2025
Q1 | $756K | Sell |
6,781
-70
| -1% | -$7.45K | 0.01% | 155 |
|
|
2024
Q4 | $667K | Sell |
6,851
-157
| -2% | -$16.7K | 0.01% | 175 |
|
|
2024
Q3 | $806K | Hold |
7,008
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $746K | Sell |
7,008
-140
| -2% | -$14.1K | 0.02% | 158 |
|
|
2024
Q1 | $691K | Buy |
7,148
+210
| +3% | +$21.5K | 0.01% | 166 |
|
|
2023
Q4 | $701K | Hold |
6,938
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $707K | Hold |
6,938
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $700K | Hold |
6,938
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $638K | Hold |
6,938
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $629K | Sell |
6,938
-800
| -10% | -$67.4K | 0.02% | 155 |
|
|
2022
Q3 | $588K | Sell |
7,738
-2,150
| -22% | -$178K | 0.02% | 148 |
|
|
2022
Q2 | $836K | Buy |
9,888
+372
| +4% | +$32.6K | 0.02% | 133 |
|
|
2022
Q1 | $835K | Hold |
9,516
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $832K | Sell |
9,516
-4,792
| -33% | -$398K | 0.02% | 150 |
|
|
2021
Q3 | $1.17M | Sell |
14,308
-350
| -2% | -$31.5K | 0.03% | 128 |
|
|
2021
Q2 | $1.34M | Sell |
14,658
-500
| -3% | -$44.5K | 0.03% | 125 |
|
|
2021
Q1 | $1.3M | Sell |
15,158
-2,289
| -13% | -$205K | 0.03% | 123 |
|
|
2020
Q4 | $1.65M | Sell |
17,447
-625
| -3% | -$54.6K | 0.05% | 110 |
|
|
2020
Q3 | $1.57M | Buy |
18,072
+7,802
| +76% | +$676K | 0.05% | 97 |
|
|
2020
Q2 | $897K | Sell |
10,270
-2,400
| -19% | -$207K | 0.03% | 111 |
|
|
2020
Q1 | $1.04M | Buy |
12,670
+488
| +4% | +$43.5K | 0.05% | 101 |
|
|
2019
Q4 | $1.15M | Sell |
12,182
-3,100
| -20% | -$278K | 0.04% | 112 |
|
|
2019
Q3 | $1.33M | Buy |
15,282
+287
| +2% | +$25.8K | 0.05% | 107 |
|
|
2019
Q2 | $1.37M | Sell |
14,995
-7,905
| -35% | -$669K | 0.06% | 104 |
|
|
2019
Q1 | $1.97M | Sell |
22,900
-1,312
| -5% | -$105K | 0.09% | 88 |
|
|
2018
Q4 | $1.86M | Sell |
24,212
-781
| -3% | -$60.8K | 0.09% | 94 |
|
|
2018
Q3 | $1.93M | Sell |
24,993
-12,555
| -33% | -$928K | 0.09% | 94 |
|
|
2018
Q2 | $2.54M | Sell |
37,548
-476,527
| -93% | -$32.9M | 0.11% | 97 |
|
|
2018
Q1 | $37.2M | Buy |
514,075
+16,156
| +3% | +$1.23M | 1.82% | 19 |
|
|
2017
Q4 | $37.5M | Buy |
497,919
+2,278
| +0.5% | +$172K | 2.04% | 20 |
|
|
2017
Q3 | $38.1M | Sell |
495,641
-660
| -0.1% | -$49.8K | 2.21% | 16 |
|
|
2017
Q2 | $37.1M | Sell |
496,301
-446
| -0.1% | -$31.6K | 2.25% | 15 |
|
|
2017
Q1 | $33.1M | Buy |
496,747
+29,200
| +6% | +$1.95M | 2.06% | 19 |
|
|
2016
Q4 | $30.5M | Buy |
467,547
+15,808
| +3% | +$1.03M | 2.06% | 19 |
|
|
2016
Q3 | $32M | Buy |
451,739
+6,522
| +1% | +$475K | 2.21% | 17 |
|
|
2016
Q2 | $32.9M | Buy |
445,217
+6,669
| +2% | +$461K | 2.32% | 10 |
|
|
2016
Q1 | $28.5M | Buy |
438,548
+31,087
| +8% | +$2.11M | 2.05% | 16 |
|
|
2015
Q4 | $31.4M | Buy |
407,461
+18,348
| +5% | +$1.46M | 2.33% | 11 |
|
|
2015
Q3 | $32M | Buy |
389,113
+20,432
| +6% | +$1.82M | 2.53% | 7 |
|
|
2015
Q2 | $32.6M | Hold |
368,681
| – | – | 2.53% | 7 |
|
|
2015
Q1 | $32.6M | Buy |
368,681
+39,037
| +12% | +$3.46M | 2.53% | 7 |
|
|
2014
Q4 | $27.4M | Buy |
329,644
+3,303
| +1% | +$274K | 2.44% | 15 |
|
|
2014
Q3 | $27.5M | Buy |
326,341
+2,405
| +0.7% | +$195K | 2.54% | 13 |
|
|
2014
Q2 | $26.3M | Buy |
323,936
+4,180
| +1% | +$329K | 2.42% | 15 |
|
|
2014
Q1 | $24.4M | Buy |
319,756
+12,047
| +4% | +$878K | 2.4% | 15 |
|
|
2013
Q4 | $22.2M | Buy |
307,709
+5,558
| +2% | +$386K | 2.3% | 17 |
|
|
2013
Q3 | $20.8M | Buy |
302,151
+7,683
| +3% | +$508K | 2.41% | 14 |
|
|
2013
Q2 | $18.7M | Buy |
+294,468
| New | +$19.2M | 2.26% | 16 |
|
Other funds holding NVS
