EHC
Everett Harris & Co’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
19,363
-1,450
| -7% | -$175K | 0.03% | 103 |
|
|
2025
Q1 | $2.32M | Sell |
20,813
-235
| -1% | -$26.2K | 0.03% | 98 |
|
|
2024
Q4 | $2.05M | Sell |
21,048
-375
| -2% | -$36.5K | 0.03% | 98 |
|
|
2024
Q3 | $2.46M | Sell |
21,423
-70
| -0.3% | -$8.05K | 0.03% | 93 |
|
|
2024
Q2 | $2.29M | Hold |
21,493
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $2.08M | Sell |
21,493
-590
| -3% | -$57.1K | 0.03% | 101 |
|
|
2023
Q4 | $2.23M | Sell |
22,083
-6,436
| -23% | -$650K | 0.03% | 93 |
|
|
2023
Q3 | $2.9M | Sell |
28,519
-1,400
| -5% | -$143K | 0.05% | 83 |
|
|
2023
Q2 | $3.02M | Sell |
29,919
-1,400
| -4% | -$141K | 0.05% | 81 |
|
|
2023
Q1 | $2.88M | Sell |
31,319
-950
| -3% | -$87.4K | 0.05% | 80 |
|
|
2022
Q4 | $2.93M | Sell |
32,269
-19,870
| -38% | -$1.8M | 0.05% | 78 |
|
|
2022
Q3 | $3.96M | Sell |
52,139
-12,683
| -20% | -$964K | 0.07% | 70 |
|
|
2022
Q2 | $5.48M | Sell |
64,822
-7,229
| -10% | -$611K | 0.09% | 65 |
|
|
2022
Q1 | $6.32M | Sell |
72,051
-30,307
| -30% | -$2.66M | 0.09% | 68 |
|
|
2021
Q4 | $8.95M | Sell |
102,358
-130,665
| -56% | -$11.4M | 0.12% | 60 |
|
|
2021
Q3 | $19.1M | Sell |
233,023
-63,085
| -21% | -$5.16M | 0.3% | 45 |
|
|
2021
Q2 | $27M | Buy |
296,108
+3,962
| +1% | +$361K | 0.43% | 38 |
|
|
2021
Q1 | $25M | Buy |
292,146
+39,316
| +16% | +$3.36M | 0.43% | 38 |
|
|
2020
Q4 | $23.9M | Buy |
252,830
+170,286
| +206% | +$16.1M | 0.42% | 38 |
|
|
2020
Q3 | $7.18M | Buy |
82,544
+58,523
| +244% | +$5.09M | 0.14% | 59 |
|
|
2020
Q2 | $2.1M | Buy |
24,021
+5,123
| +27% | +$447K | 0.05% | 90 |
|
|
2020
Q1 | $1.56M | Buy |
18,898
+1,115
| +6% | +$91.9K | 0.04% | 100 |
|
|
2019
Q4 | $1.68M | Sell |
17,783
-2,292
| -11% | -$217K | 0.04% | 116 |
|
|
2019
Q3 | $1.75M | Sell |
20,075
-20
| -0.1% | -$1.74K | 0.04% | 107 |
|
|
2019
Q2 | $1.84M | Sell |
20,095
-313
| -2% | -$28.6K | 0.05% | 105 |
|
|
2019
Q1 | $1.96M | Sell |
20,408
-200
| -1% | -$19.2K | 0.05% | 101 |
|
|
2018
Q4 | $1.77M | Sell |
20,608
-545
| -3% | -$46.8K | 0.05% | 100 |
|
|
2018
Q3 | $1.82M | Hold |
21,153
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $1.6M | Sell |
21,153
-171
| -0.8% | -$12.9K | 0.04% | 107 |
|
|
2018
Q1 | $1.72M | Sell |
21,324
-300
| -1% | -$24.3K | 0.05% | 105 |
|
|
2017
Q4 | $1.82M | Sell |
21,624
-634
| -3% | -$53.2K | 0.05% | 107 |
|
|
2017
Q3 | $1.91M | Buy |
22,258
+154
| +0.7% | +$13.2K | 0.06% | 102 |
|
|
2017
Q2 | $1.85M | Sell |
22,104
-4,840
| -18% | -$404K | 0.06% | 106 |
|
|
2017
Q1 | $2M | Sell |
26,944
-30,944
| -53% | -$2.3M | 0.07% | 99 |
|
|
2016
Q4 | $4.22M | Sell |
57,888
-4,485
| -7% | -$327K | 0.15% | 62 |
|
|
2016
Q3 | $4.93M | Buy |
62,373
+75
| +0.1% | +$5.92K | 0.17% | 61 |
|
|
2016
Q2 | $5.14M | Buy |
62,298
+1,025
| +2% | +$84.6K | 0.18% | 62 |
|
|
2016
Q1 | $4.44M | Buy |
61,273
+9,890
| +19% | +$716K | 0.16% | 65 |
|
|
2015
Q4 | $4.42M | Buy |
51,383
+231
| +0.5% | +$19.9K | 0.15% | 64 |
|
|
2015
Q3 | $4.7M | Sell |
51,152
-188
| -0.4% | -$17.3K | 0.17% | 64 |
|
|
2015
Q2 | $5.05M | Buy |
51,340
+293
| +0.6% | +$28.8K | 0.18% | 62 |
|
|
2015
Q1 | $5.03M | Buy |
51,047
+171
| +0.3% | +$16.9K | 0.17% | 62 |
|
|
2014
Q4 | $4.71M | Hold |
50,876
| – | – | 0.16% | 66 |
|
|
2014
Q3 | $4.79M | Buy |
50,876
+37
| +0.1% | +$3.48K | 0.17% | 68 |
|
|
2014
Q2 | $4.6M | Buy |
50,839
+500
| +1% | +$45.3K | 0.17% | 68 |
|
|
2014
Q1 | $4.28M | Buy |
50,339
+10,000
| +25% | +$850K | 0.16% | 67 |
|
|
2013
Q4 | $3.24M | Buy |
40,339
+15,000
| +59% | +$1.21M | 0.12% | 71 |
|
|
2013
Q3 | $1.94M | Hold |
25,339
| – | – | 0.08% | 80 |
|
|
2013
Q2 | $1.79M | Buy |
+25,339
| New | +$1.79M | 0.07% | 83 |
|