Drexel Morgan & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
10,720
+1,000
| +10% | +$121K | 0.23% | 34 |
|
2025
Q1 | $1.08M | Hold |
9,720
| – | – | 0.23% | 36 |
|
2024
Q4 | $946K | Hold |
9,720
| – | – | 0.2% | 37 |
|
2024
Q3 | $1.12M | Hold |
9,720
| – | – | 0.21% | 38 |
|
2024
Q2 | $1.03M | Hold |
9,720
| – | – | 0.22% | 36 |
|
2024
Q1 | $940K | Hold |
9,720
| – | – | 0.19% | 36 |
|
2023
Q4 | $981K | Hold |
9,720
| – | – | 0.23% | 36 |
|
2023
Q3 | $990K | Hold |
9,720
| – | – | 0.27% | 36 |
|
2023
Q2 | $981K | Hold |
9,720
| – | – | 0.25% | 36 |
|
2023
Q1 | $894K | Hold |
9,720
| – | – | 0.23% | 36 |
|
2022
Q4 | $882K | Hold |
9,720
| – | – | 0.18% | 36 |
|
2022
Q3 | $739K | Hold |
9,720
| – | – | 0.18% | 35 |
|
2022
Q2 | $822K | Hold |
9,720
| – | – | 0.23% | 34 |
|
2022
Q1 | $853K | Hold |
9,720
| – | – | 0.25% | 34 |
|
2021
Q4 | $850K | Hold |
9,720
| – | – | 0.25% | 36 |
|
2021
Q3 | $795K | Hold |
9,720
| – | – | 0.26% | 35 |
|
2021
Q2 | $887K | Hold |
9,720
| – | – | 0.26% | 48 |
|
2021
Q1 | $831K | Hold |
9,720
| – | – | 0.21% | 53 |
|
2020
Q4 | $918K | Hold |
9,720
| – | – | 0.25% | 49 |
|
2020
Q3 | $845K | Hold |
9,720
| – | – | 0.3% | 50 |
|
2020
Q2 | $849K | Hold |
9,720
| – | – | 0.32% | 48 |
|
2020
Q1 | $801K | Buy |
+9,720
| New | +$801K | 0.31% | 46 |
|
2016
Q4 | – | Sell |
-9,509
| Closed | -$673K | – | 95 |
|
2016
Q3 | $673K | Hold |
9,509
| – | – | 0.75% | 42 |
|
2016
Q2 | $703K | Buy |
9,509
+46
| +0.5% | +$3.4K | 0.8% | 45 |
|
2016
Q1 | $614K | Sell |
9,463
-968
| -9% | -$62.8K | 0.72% | 47 |
|
2015
Q4 | $804K | Buy |
10,431
+1,236
| +13% | +$95.3K | 0.89% | 42 |
|
2015
Q3 | $757K | Buy |
9,195
+6
| +0.1% | +$494 | 0.98% | 40 |
|
2015
Q2 | $810K | Sell |
9,189
-333
| -3% | -$29.4K | 0.96% | 37 |
|
2015
Q1 | $841K | Buy |
9,522
+116
| +1% | +$10.2K | 0.9% | 37 |
|
2014
Q4 | $781K | Hold |
9,406
| – | – | 0.88% | 38 |
|
2014
Q3 | $793K | Sell |
9,406
-209
| -2% | -$17.6K | 0.96% | 37 |
|
2014
Q2 | $365K | Sell |
9,615
-62
| -0.6% | -$2.35K | 0.44% | 65 |
|
2014
Q1 | $737K | Hold |
9,677
| – | – | 0.93% | 35 |
|
2013
Q4 | $697K | Sell |
9,677
-5,372
| -36% | -$387K | 0.94% | 36 |
|
2013
Q3 | $1.03M | Buy |
15,049
+6,079
| +68% | +$418K | 1.42% | 20 |
|
2013
Q2 | $568K | Buy |
+8,970
| New | +$568K | 0.94% | 30 |
|