Fiduciary Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Sell |
57,995
-1,428
| -2% | -$173K | 0.09% | 138 |
|
|
2025
Q1 | $6.62M | Buy |
59,423
+9,865
| +20% | +$1.1M | 0.09% | 139 |
|
|
2024
Q4 | $4.82M | Sell |
49,558
-399
| -0.8% | -$38.8K | 0.06% | 163 |
|
|
2024
Q3 | $5.75M | Buy |
49,957
+600
| +1% | +$69K | 0.08% | 154 |
|
|
2024
Q2 | $5.25M | Sell |
49,357
-2,877
| -6% | -$306K | 0.08% | 152 |
|
|
2024
Q1 | $5.05M | Sell |
52,234
-96
| -0.2% | -$9.29K | 0.08% | 157 |
|
|
2023
Q4 | $5.28M | Sell |
52,330
-698
| -1% | -$70.5K | 0.09% | 147 |
|
|
2023
Q3 | $5.4M | Sell |
53,028
-545
| -1% | -$55.5K | 0.1% | 136 |
|
|
2023
Q2 | $5.41M | Sell |
53,573
-1,751
| -3% | -$177K | 0.1% | 141 |
|
|
2023
Q1 | $5.09M | Sell |
55,324
-1,742
| -3% | -$160K | 0.09% | 148 |
|
|
2022
Q4 | $5.18M | Sell |
57,066
-1,319
| -2% | -$120K | 0.1% | 149 |
|
|
2022
Q3 | $4.44M | Buy |
58,385
+569
| +1% | +$43.3K | 0.1% | 151 |
|
|
2022
Q2 | $4.89M | Sell |
57,816
-870
| -1% | -$73.6K | 0.1% | 147 |
|
|
2022
Q1 | $5.15M | Sell |
58,686
-3,473
| -6% | -$305K | 0.09% | 158 |
|
|
2021
Q4 | $5.44M | Sell |
62,159
-5,264
| -8% | -$460K | 0.09% | 164 |
|
|
2021
Q3 | $5.51M | Sell |
67,423
-9,221
| -12% | -$754K | 0.1% | 158 |
|
|
2021
Q2 | $6.99M | Sell |
76,644
-14,884
| -16% | -$1.36M | 0.14% | 137 |
|
|
2021
Q1 | $7.82M | Sell |
91,528
-1,760
| -2% | -$150K | 0.16% | 126 |
|
|
2020
Q4 | $8.81M | Sell |
93,288
-9,155
| -9% | -$864K | 0.18% | 104 |
|
|
2020
Q3 | $8.91M | Sell |
102,443
-1,459
| -1% | -$127K | 0.21% | 95 |
|
|
2020
Q2 | $9.08M | Sell |
103,902
-1,543
| -1% | -$135K | 0.22% | 88 |
|
|
2020
Q1 | $8.69M | Sell |
105,445
-1,124
| -1% | -$92.7K | 0.25% | 84 |
|
|
2019
Q4 | $10.1M | Sell |
106,569
-3,185
| -3% | -$302K | 0.24% | 89 |
|
|
2019
Q3 | $9.54M | Buy |
109,754
+3,282
| +3% | +$285K | 0.24% | 87 |
|
|
2019
Q2 | $9.72M | Sell |
106,472
-10,495
| -9% | -$958K | 0.26% | 83 |
|
|
2019
Q1 | $10.1M | Sell |
116,967
-4,376
| -4% | -$377K | 0.27% | 82 |
|
|
2018
Q4 | $9.33M | Sell |
121,343
-443
| -0.4% | -$34.1K | 0.29% | 81 |
|
|
2018
Q3 | $9.4M | Sell |
121,786
-2,940
| -2% | -$227K | 0.26% | 86 |
|
|
2018
Q2 | $8.44M | Sell |
124,726
-13,828
| -10% | -$936K | 0.26% | 89 |
|
|
2018
Q1 | $10M | Buy |
138,554
+3,366
| +2% | +$244K | 0.31% | 82 |
|
|
2017
Q4 | $10.2M | Sell |
135,188
-1,722
| -1% | -$130K | 0.3% | 85 |
|
|
2017
Q3 | $10.5M | Sell |
136,910
-4,018
| -3% | -$309K | 0.32% | 78 |
|
|
2017
Q2 | $10.5M | Sell |
140,928
-5,505
| -4% | -$412K | 0.32% | 77 |
|
|
2017
Q1 | $9.75M | Sell |
146,433
-13,017
| -8% | -$866K | 0.3% | 87 |
|
|
2016
Q4 | $10.4M | Sell |
159,450
-20,748
| -12% | -$1.35M | 0.34% | 78 |
|
|
2016
Q3 | $12.8M | Sell |
180,198
-4,080
| -2% | -$289K | 0.44% | 66 |
|
|
2016
Q2 | $13.6M | Sell |
184,278
-19,749
| -10% | -$1.46M | 0.48% | 64 |
|
|
2016
Q1 | $13.2M | Buy |
+204,027
| New | +$13.2M | 0.47% | 64 |
|