Everett Harris & Co’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 | $2.65M | Sell |
17,363
-2,000
| -10% | -$307K | 0.03% | 101 |
|
|
2025
Q4 | $2.67M | Hold |
19,363
| – | – | 0.03% | 100 |
|
|
2025
Q3 | $2.48M | Hold |
19,363
| – | – | 0.03% | 104 |
|
|
2025
Q2 | $2.34M | Sell |
19,363
-1,450
| -7% | -$163K | 0.03% | 103 |
|
|
2025
Q1 | $2.32M | Sell |
20,813
-235
| -1% | -$25K | 0.03% | 98 |
|
|
2024
Q4 | $2.05M | Sell |
21,048
-375
| -2% | -$40K | 0.03% | 98 |
|
|
2024
Q3 | $2.46M | Sell |
21,423
-70
| -0.3% | -$7.94K | 0.03% | 93 |
|
|
2024
Q2 | $2.29M | Hold |
21,493
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $2.08M | Sell |
21,493
-590
| -3% | -$60.5K | 0.03% | 101 |
|
|
2023
Q4 | $2.23M | Sell |
22,083
-6,436
| -23% | -$621K | 0.03% | 93 |
|
|
2023
Q3 | $2.9M | Sell |
28,519
-1,400
| -5% | -$142K | 0.05% | 83 |
|
|
2023
Q2 | $3.02M | Sell |
29,919
-1,400
| -4% | -$140K | 0.05% | 81 |
|
|
2023
Q1 | $2.88M | Sell |
31,319
-950
| -3% | -$83K | 0.05% | 80 |
|
|
2022
Q4 | $2.93M | Sell |
32,269
-19,870
| -38% | -$1.67M | 0.05% | 78 |
|
|
2022
Q3 | $3.96M | Sell |
52,139
-12,683
| -20% | -$1.05M | 0.07% | 70 |
|
|
2022
Q2 | $5.48M | Sell |
64,822
-7,229
| -10% | -$634K | 0.09% | 65 |
|
|
2022
Q1 | $6.32M | Sell |
72,051
-30,307
| -30% | -$2.62M | 0.09% | 68 |
|
|
2021
Q4 | $8.95M | Sell |
102,358
-130,665
| -56% | -$10.8M | 0.12% | 60 |
|
|
2021
Q3 | $19.1M | Sell |
233,023
-63,085
| -21% | -$5.68M | 0.3% | 45 |
|
|
2021
Q2 | $27M | Buy |
296,108
+3,962
| +1% | +$353K | 0.43% | 38 |
|
|
2021
Q1 | $25M | Buy |
292,146
+39,316
| +16% | +$3.53M | 0.43% | 38 |
|
|
2020
Q4 | $23.9M | Buy |
252,830
+170,286
| +206% | +$14.9M | 0.42% | 38 |
|
|
2020
Q3 | $7.18M | Buy |
82,544
+58,523
| +244% | +$5.07M | 0.14% | 59 |
|
|
2020
Q2 | $2.1M | Buy |
24,021
+5,123
| +27% | +$442K | 0.05% | 90 |
|
|
2020
Q1 | $1.56M | Buy |
18,898
+1,115
| +6% | +$99.5K | 0.04% | 100 |
|
|
2019
Q4 | $1.68M | Sell |
17,783
-2,292
| -11% | -$206K | 0.04% | 116 |
|
|
2019
Q3 | $1.75M | Sell |
20,075
-20
| -0.1% | -$1.8K | 0.04% | 107 |
|
|
2019
Q2 | $1.83M | Sell |
20,095
-2,680
| -12% | -$227K | 0.05% | 105 |
|
|
2019
Q1 | $1.96M | Sell |
22,775
-224
| -1% | -$18K | 0.05% | 101 |
|
|
2018
Q4 | $1.77M | Sell |
22,999
-608
| -3% | -$47.3K | 0.05% | 100 |
|
|
2018
Q3 | $1.82M | Hold |
23,607
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $1.6M | Sell |
23,607
-191
| -0.8% | -$13.2K | 0.04% | 107 |
|
|
2018
Q1 | $1.72M | Sell |
23,798
-334
| -1% | -$25.4K | 0.05% | 105 |
|
|
2017
Q4 | $1.82M | Sell |
24,132
-708
| -3% | -$53.4K | 0.05% | 107 |
|
|
2017
Q3 | $1.91M | Buy |
24,840
+172
| +0.7% | +$13K | 0.06% | 102 |
|
|
2017
Q2 | $1.84M | Sell |
24,668
-5,402
| -18% | -$383K | 0.06% | 106 |
|
|
2017
Q1 | $2M | Sell |
30,070
-34,533
| -53% | -$2.3M | 0.07% | 99 |
|
|
2016
Q4 | $4.22M | Sell |
64,603
-5,005
| -7% | -$325K | 0.15% | 62 |
|
|
2016
Q3 | $4.92M | Buy |
69,608
+83
| +0.1% | +$6.05K | 0.17% | 61 |
|
|
2016
Q2 | $5.14M | Buy |
69,525
+1,144
| +2% | +$79K | 0.18% | 62 |
|
|
2016
Q1 | $4.44M | Buy |
68,381
+11,038
| +19% | +$751K | 0.16% | 65 |
|
|
2015
Q4 | $4.42M | Buy |
57,343
+257
| +0.5% | +$20.4K | 0.15% | 64 |
|
|
2015
Q3 | $4.7M | Sell |
57,086
-209
| -0.4% | -$18.6K | 0.17% | 64 |
|
|
2015
Q2 | $5.05M | Buy |
57,295
+327
| +0.6% | +$30K | 0.18% | 62 |
|
|
2015
Q1 | $5.03M | Buy |
56,968
+190
| +0.3% | +$16.9K | 0.17% | 62 |
|
|
2014
Q4 | $4.71M | Hold |
56,778
| – | – | 0.16% | 66 |
|
|
2014
Q3 | $4.79M | Buy |
56,778
+42
| +0.1% | +$3.4K | 0.17% | 68 |
|
|
2014
Q2 | $4.6M | Buy |
56,736
+558
| +1% | +$43.9K | 0.17% | 68 |
|
|
2014
Q1 | $4.28M | Buy |
56,178
+11,160
| +25% | +$813K | 0.16% | 67 |
|
|
2013
Q4 | $3.24M | Buy |
45,018
+16,740
| +59% | +$1.16M | 0.12% | 71 |
|
|
2013
Q3 | $1.94M | Hold |
28,278
| – | – | 0.08% | 80 |
|
|
2013
Q2 | $1.79M | Buy |
+28,278
| New | +$1.84M | 0.07% | 83 |
|
Other funds holding NVS
