Gateway Investment Advisers’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
2,801
+159
| +6% | +$19.2K | ﹤0.01% | 405 |
|
|
2025
Q1 | $295K | Buy |
+2,642
| New | +$295K | ﹤0.01% | 445 |
|
|
2024
Q4 | – | Sell |
-2,373
| Closed | -$273K | – | 517 |
|
|
2024
Q3 | $273K | Hold |
2,373
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $253K | Hold |
2,373
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $230K | Buy |
+2,373
| New | +$230K | ﹤0.01% | 479 |
|
|
2014
Q2 | – | Sell |
-4,213
| Closed | -$321K | – | 673 |
|
|
2014
Q1 | $321K | Hold |
4,213
| – | – | ﹤0.01% | 645 |
|
|
2013
Q4 | $303K | Sell |
4,213
-1,004
| -19% | -$72.2K | ﹤0.01% | 647 |
|
|
2013
Q3 | $359K | Hold |
5,217
| – | – | ﹤0.01% | 636 |
|
|
2013
Q2 | $331K | Buy |
+5,217
| New | +$331K | ﹤0.01% | 631 |
|