Evergreen Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
23,296
+5,578
| +31% | +$675K | 0.08% | 224 |
|
|
2025
Q1 | $2.04M | Buy |
17,718
+252
| +1% | +$29.1K | 0.07% | 251 |
|
|
2024
Q4 | $1.7M | Buy |
17,466
+2,855
| +20% | +$278K | 0.06% | 274 |
|
|
2024
Q3 | $1.68M | Buy |
14,611
+187
| +1% | +$21.5K | 0.06% | 275 |
|
|
2024
Q2 | $1.54M | Sell |
14,424
-268
| -2% | -$28.5K | 0.06% | 266 |
|
|
2024
Q1 | $1.47M | Buy |
14,692
+1,172
| +9% | +$118K | 0.06% | 260 |
|
|
2023
Q4 | $1.37M | Buy |
13,520
+56
| +0.4% | +$5.65K | 0.06% | 263 |
|
|
2023
Q3 | $1.37M | Buy |
13,464
+221
| +2% | +$22.5K | 0.06% | 251 |
|
|
2023
Q2 | $1.34M | Buy |
13,243
+1,535
| +13% | +$155K | 0.06% | 255 |
|
|
2023
Q1 | $1.08M | Sell |
11,708
-1,841
| -14% | -$169K | 0.05% | 274 |
|
|
2022
Q4 | $1.23M | Sell |
13,549
-1
| -0% | -$91 | 0.06% | 256 |
|
|
2022
Q3 | $1.03M | Buy |
13,550
+3,169
| +31% | +$241K | 0.05% | 257 |
|
|
2022
Q2 | $877K | Buy |
10,381
+1,328
| +15% | +$112K | 0.05% | 265 |
|
|
2022
Q1 | $794K | Buy |
9,053
+1,936
| +27% | +$170K | 0.03% | 309 |
|
|
2021
Q4 | $623K | Buy |
7,117
+1,184
| +20% | +$104K | 0.02% | 344 |
|
|
2021
Q3 | $485K | Buy |
5,933
+211
| +4% | +$17.2K | 0.02% | 356 |
|
|
2021
Q2 | $522K | Buy |
5,722
+1,373
| +32% | +$125K | 0.03% | 332 |
|
|
2021
Q1 | $372K | Sell |
4,349
-841
| -16% | -$71.9K | 0.02% | 353 |
|
|
2020
Q4 | $490K | Buy |
5,190
+730
| +16% | +$68.9K | 0.03% | 290 |
|
|
2020
Q3 | $388K | Buy |
4,460
+76
| +2% | +$6.61K | 0.03% | 293 |
|
|
2020
Q2 | $383K | Sell |
4,384
-2,449
| -36% | -$214K | 0.03% | 274 |
|
|
2020
Q1 | $563K | Sell |
6,833
-5,062
| -43% | -$417K | 0.05% | 209 |
|
|
2019
Q4 | $1.13M | Buy |
11,895
+322
| +3% | +$30.5K | 0.09% | 162 |
|
|
2019
Q3 | $1.01M | Buy |
11,573
+596
| +5% | +$51.8K | 0.09% | 162 |
|
|
2019
Q2 | $1M | Sell |
10,977
-171
| -2% | -$15.6K | 0.1% | 161 |
|
|
2019
Q1 | $960K | Buy |
11,148
+313
| +3% | +$27K | 0.1% | 158 |
|
|
2018
Q4 | $833K | Buy |
10,835
+312
| +3% | +$24K | 0.09% | 168 |
|
|
2018
Q3 | $812K | Buy |
10,523
+478
| +5% | +$36.9K | 0.07% | 180 |
|
|
2018
Q2 | $680K | Sell |
10,045
-11
| -0.1% | -$745 | 0.06% | 184 |
|
|
2018
Q1 | $729K | Buy |
+10,056
| New | +$729K | 0.07% | 172 |
|