FWIA
Fort Washington Investment Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
30,175
-1,050
| -3% | -$127K | 0.02% | 233 |
|
|
2025
Q1 | $3.48M | Sell |
31,225
-1,610
| -5% | -$179K | 0.02% | 233 |
|
|
2024
Q4 | $3.2M | Sell |
32,835
-1,090
| -3% | -$106K | 0.02% | 233 |
|
|
2024
Q3 | $3.9M | Sell |
33,925
-700
| -2% | -$80.5K | 0.02% | 227 |
|
|
2024
Q2 | $3.69M | Sell |
34,625
-60,692
| -64% | -$6.46M | 0.02% | 229 |
|
|
2024
Q1 | $9.22M | Sell |
95,317
-550
| -0.6% | -$53.2K | 0.06% | 210 |
|
|
2023
Q4 | $9.68M | Sell |
95,867
-231
| -0.2% | -$23.3K | 0.07% | 203 |
|
|
2023
Q3 | $9.79M | Sell |
96,098
-1,084
| -1% | -$110K | 0.07% | 201 |
|
|
2023
Q2 | $9.81M | Sell |
97,182
-396
| -0.4% | -$40K | 0.07% | 202 |
|
|
2023
Q1 | $8.98M | Hold |
97,578
| – | – | 0.07% | 206 |
|
|
2022
Q4 | $8.85M | Sell |
97,578
-522
| -0.5% | -$47.4K | 0.07% | 203 |
|
|
2022
Q3 | $7.46M | Sell |
98,100
-2,514
| -2% | -$191K | 0.06% | 211 |
|
|
2022
Q2 | $8.51M | Sell |
100,614
-2,450
| -2% | -$207K | 0.07% | 204 |
|
|
2022
Q1 | $9.04M | Sell |
103,064
-100
| -0.1% | -$8.78K | 0.06% | 206 |
|
|
2021
Q4 | $9.02M | Sell |
103,164
-5,159
| -5% | -$451K | 0.05% | 213 |
|
|
2021
Q3 | $8.86M | Sell |
108,323
-300
| -0.3% | -$24.5K | 0.06% | 216 |
|
|
2021
Q2 | $9.91M | Sell |
108,623
-2,120
| -2% | -$193K | 0.09% | 205 |
|
|
2021
Q1 | $9.47M | Sell |
110,743
-3,700
| -3% | -$316K | 0.09% | 202 |
|
|
2020
Q4 | $10.8M | Sell |
114,443
-870
| -0.8% | -$82.2K | 0.11% | 130 |
|
|
2020
Q3 | $10M | Sell |
115,313
-28,693
| -20% | -$2.5M | 0.11% | 120 |
|
|
2020
Q2 | $12.6M | Sell |
144,006
-705,355
| -83% | -$61.6M | 0.14% | 113 |
|
|
2020
Q1 | $70M | Buy |
849,361
+83,921
| +11% | +$6.92M | 0.95% | 30 |
|
|
2019
Q4 | $72.5M | Sell |
765,440
-281,498
| -27% | -$26.7M | 0.77% | 34 |
|
|
2019
Q3 | $91M | Sell |
1,046,938
-370,777
| -26% | -$32.2M | 1.01% | 26 |
|
|
2019
Q2 | $129M | Sell |
1,417,715
-155,136
| -10% | -$14.2M | 1.44% | 13 |
|
|
2019
Q1 | $151M | Sell |
1,572,851
-372,968
| -19% | -$35.9M | 1.7% | 10 |
|
|
2018
Q4 | $167M | Sell |
1,945,819
-74,366
| -4% | -$6.38M | 2.04% | 7 |
|
|
2018
Q3 | $174M | Buy |
2,020,185
+11,490
| +0.6% | +$990K | 1.72% | 9 |
|
|
2018
Q2 | $152M | Buy |
2,008,695
+229,048
| +13% | +$17.3M | 1.53% | 9 |
|
|
2018
Q1 | $144M | Buy |
1,779,647
+15,040
| +0.9% | +$1.22M | 1.49% | 11 |
|
|
2017
Q4 | $148M | Buy |
1,764,607
+93,988
| +6% | +$7.89M | 1.47% | 11 |
|
|
2017
Q3 | $143M | Buy |
1,670,619
+4,782
| +0.3% | +$411K | 2.22% | 6 |
|
|
2017
Q2 | $139M | Buy |
1,665,837
+1,372
| +0.1% | +$115K | 2.19% | 7 |
|
|
2017
Q1 | $124M | Buy |
1,664,465
+33,818
| +2% | +$2.52M | 1.99% | 9 |
|
|
2016
Q4 | $119M | Buy |
1,630,647
+187,797
| +13% | +$13.7M | 1.98% | 12 |
|
|
2016
Q3 | $114M | Buy |
1,442,850
+7,153
| +0.5% | +$565K | 2.04% | 12 |
|
|
2016
Q2 | $118M | Buy |
1,435,697
+42,193
| +3% | +$3.48M | 2.21% | 10 |
|
|
2016
Q1 | $101M | Buy |
1,393,504
+135,696
| +11% | +$9.83M | 1.96% | 11 |
|
|
2015
Q4 | $108M | Buy |
1,257,808
+198,071
| +19% | +$17M | 2.18% | 10 |
|
|
2015
Q3 | $97.4M | Buy |
1,059,737
+16,797
| +2% | +$1.54M | 2.02% | 13 |
|
|
2015
Q2 | $103M | Buy |
1,042,940
+70,138
| +7% | +$6.9M | 1.92% | 14 |
|
|
2015
Q1 | $95.9M | Buy |
972,802
+27,450
| +3% | +$2.71M | 1.91% | 15 |
|
|
2014
Q4 | $87.6M | Buy |
945,352
+559,438
| +145% | +$51.8M | 1.77% | 15 |
|
|
2014
Q3 | $36.3M | Sell |
385,914
-9,706
| -2% | -$914K | 0.76% | 39 |
|
|
2014
Q2 | $35.8M | Sell |
395,620
-8,625
| -2% | -$781K | 0.7% | 41 |
|
|
2014
Q1 | $34.4M | Sell |
404,245
-28,076
| -6% | -$2.39M | 0.74% | 40 |
|
|
2013
Q4 | $34.8M | Sell |
432,321
-17,206
| -4% | -$1.38M | 0.78% | 36 |
|
|
2013
Q3 | $34.5M | Buy |
449,527
+4,673
| +1% | +$358K | 0.83% | 33 |
|
|
2013
Q2 | $31.5M | Buy |
+444,854
| New | +$31.5M | 0.72% | 31 |
|