Greenwood Gearhart’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,810
| Closed | -$371K | – | 121 |
|
|
2024
Q4 | $371K | Buy |
3,810
+258
| +7% | +$25.1K | 0.03% | 104 |
|
|
2024
Q3 | $409K | Sell |
3,552
-250
| -7% | -$28.8K | 0.03% | 83 |
|
|
2024
Q2 | $405K | Sell |
3,802
-1,140
| -23% | -$121K | 0.04% | 83 |
|
|
2024
Q1 | $478K | Hold |
4,942
| – | – | 0.05% | 77 |
|
|
2023
Q4 | $499K | Sell |
4,942
-250
| -5% | -$25.2K | 0.05% | 67 |
|
|
2023
Q3 | $529K | Sell |
5,192
-310
| -6% | -$31.6K | 0.06% | 68 |
|
|
2023
Q2 | $555K | Sell |
5,502
-55,261
| -91% | -$5.58M | 0.06% | 68 |
|
|
2023
Q1 | $5.59M | Sell |
60,763
-54,632
| -47% | -$5.03M | 0.71% | 49 |
|
|
2022
Q4 | $10.5M | Buy |
115,395
+3,211
| +3% | +$291K | 1.48% | 29 |
|
|
2022
Q3 | $8.53M | Buy |
112,184
+3,319
| +3% | +$252K | 1.35% | 32 |
|
|
2022
Q2 | $9.2M | Buy |
108,865
+1,997
| +2% | +$169K | 1.46% | 27 |
|
|
2022
Q1 | $9.38M | Buy |
106,868
+4,406
| +4% | +$387K | 1.29% | 36 |
|
|
2021
Q4 | $8.96M | Buy |
102,462
+8,697
| +9% | +$761K | 1.24% | 40 |
|
|
2021
Q3 | $7.67M | Buy |
93,765
+6,344
| +7% | +$519K | 1.19% | 40 |
|
|
2021
Q2 | $7.98M | Buy |
87,421
+4,155
| +5% | +$379K | 1.29% | 35 |
|
|
2021
Q1 | $7.12M | Buy |
83,266
+3,797
| +5% | +$325K | 1.27% | 38 |
|
|
2020
Q4 | $7.5M | Sell |
79,469
-2,949
| -4% | -$278K | 1.46% | 30 |
|
|
2020
Q3 | $7.17M | Buy |
82,418
+293
| +0.4% | +$25.5K | 1.66% | 28 |
|
|
2020
Q2 | $7.17M | Buy |
82,125
+1,341
| +2% | +$117K | 1.89% | 21 |
|
|
2020
Q1 | $6.66M | Buy |
80,784
+756
| +0.9% | +$62.3K | 2.18% | 21 |
|
|
2019
Q4 | $7.58M | Buy |
80,028
+563
| +0.7% | +$53.3K | 1.95% | 20 |
|
|
2019
Q3 | $6.91M | Buy |
79,465
+169
| +0.2% | +$14.7K | 1.91% | 21 |
|
|
2019
Q2 | $7.24M | Buy |
79,296
+2,408
| +3% | +$220K | 1.94% | 22 |
|
|
2019
Q1 | $6.62M | Buy |
76,888
+439
| +0.6% | +$37.8K | 1.94% | 25 |
|
|
2018
Q4 | $5.88M | Buy |
76,449
+2,748
| +4% | +$211K | 1.96% | 27 |
|
|
2018
Q3 | $5.69M | Buy |
73,701
+6,523
| +10% | +$504K | 1.59% | 35 |
|
|
2018
Q2 | $4.55M | Buy |
67,178
+2,578
| +4% | +$174K | 1.36% | 43 |
|
|
2018
Q1 | $4.68M | Buy |
64,600
+5,496
| +9% | +$398K | 1.43% | 40 |
|
|
2017
Q4 | $4.45M | Buy |
59,104
+5,774
| +11% | +$434K | 1.42% | 41 |
|
|
2017
Q3 | $4.1M | Buy |
53,330
+2,395
| +5% | +$184K | 1.48% | 40 |
|
|
2017
Q2 | $3.81M | Sell |
50,935
-173
| -0.3% | -$12.9K | 1.46% | 39 |
|
|
2017
Q1 | $3.4M | Buy |
51,108
+1,651
| +3% | +$110K | 1.28% | 46 |
|
|
2016
Q4 | $3.23M | Sell |
49,457
-558
| -1% | -$36.4K | 1.31% | 47 |
|
|
2016
Q3 | $3.54M | Sell |
50,015
-1,031
| -2% | -$73K | 1.45% | 43 |
|
|
2016
Q2 | $3.77M | Buy |
51,046
+580
| +1% | +$42.9K | 1.6% | 42 |
|
|
2016
Q1 | $3.28M | Buy |
50,466
+1,238
| +3% | +$80.4K | 1.41% | 45 |
|
|
2015
Q4 | $3.8M | Sell |
49,228
-848
| -2% | -$65.4K | 1.7% | 38 |
|
|
2015
Q3 | $4.13M | Buy |
50,076
+201
| +0.4% | +$16.6K | 1.96% | 32 |
|
|
2015
Q2 | $4.4M | Buy |
49,875
+698
| +1% | +$61.5K | 1.96% | 31 |
|
|
2015
Q1 | $4.35M | Sell |
49,177
-1,489
| -3% | -$132K | 1.89% | 34 |
|
|
2014
Q4 | $4.21M | Buy |
50,666
+546
| +1% | +$45.3K | 1.88% | 37 |
|
|
2014
Q3 | $4.23M | Buy |
50,120
+374
| +0.8% | +$31.5K | 1.94% | 31 |
|
|
2014
Q2 | $4.04M | Buy |
49,746
+1,853
| +4% | +$150K | 1.96% | 32 |
|
|
2014
Q1 | $3.65M | Buy |
47,893
+294
| +0.6% | +$22.4K | 1.81% | 30 |
|
|
2013
Q4 | $3.43M | Buy |
47,599
+960
| +2% | +$69.1K | 1.78% | 34 |
|
|
2013
Q3 | $3.21M | Sell |
46,639
-184
| -0.4% | -$12.6K | 1.87% | 28 |
|
|
2013
Q2 | $2.97M | Buy |
+46,823
| New | +$2.97M | 1.82% | 32 |
|