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