GC
Grimes & Company’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
4,528
-94
| -2% | -$11.4K | 0.01% | 259 |
|
|
2025
Q1 | $515K | Buy |
4,622
+135
| +3% | +$15K | 0.02% | 237 |
|
|
2024
Q4 | $437K | Sell |
4,487
-84
| -2% | -$8.17K | 0.01% | 267 |
|
|
2024
Q3 | $526K | Buy |
4,571
+16
| +0.4% | +$1.84K | 0.01% | 233 |
|
|
2024
Q2 | $485K | Sell |
4,555
-9,967
| -69% | -$1.06M | 0.01% | 222 |
|
|
2024
Q1 | $1.4M | Sell |
14,522
-478
| -3% | -$46.2K | 0.04% | 152 |
|
|
2023
Q4 | $1.51M | Sell |
15,000
-785
| -5% | -$79.3K | 0.05% | 149 |
|
|
2023
Q3 | $1.61M | Sell |
15,785
-1,426
| -8% | -$145K | 0.06% | 135 |
|
|
2023
Q2 | $1.74M | Sell |
17,211
-121,877
| -88% | -$12.3M | 0.06% | 131 |
|
|
2023
Q1 | $12.8M | Sell |
139,088
-3,603
| -3% | -$331K | 0.52% | 45 |
|
|
2022
Q4 | $12.9M | Buy |
142,691
+45
| +0% | +$4.08K | 0.55% | 38 |
|
|
2022
Q3 | $10.8M | Buy |
142,646
+1,341
| +0.9% | +$102K | 0.57% | 41 |
|
|
2022
Q2 | $11.9M | Buy |
141,305
+2,347
| +2% | +$198K | 0.6% | 36 |
|
|
2022
Q1 | $12.2M | Buy |
138,958
+48,186
| +53% | +$4.23M | 0.64% | 50 |
|
|
2021
Q4 | $7.94M | Buy |
90,772
+2,205
| +2% | +$193K | 0.36% | 67 |
|
|
2021
Q3 | $7.24M | Buy |
88,567
+2,696
| +3% | +$220K | 0.32% | 71 |
|
|
2021
Q2 | $7.84M | Buy |
85,871
+1,787
| +2% | +$163K | 0.34% | 69 |
|
|
2021
Q1 | $7.19M | Buy |
84,084
+2,631
| +3% | +$225K | 0.35% | 73 |
|
|
2020
Q4 | $7.69M | Buy |
81,453
+1,477
| +2% | +$139K | 0.4% | 67 |
|
|
2020
Q3 | $6.95M | Buy |
79,976
+12,186
| +18% | +$1.06M | 0.44% | 64 |
|
|
2020
Q2 | $5.92M | Sell |
67,790
-673
| -1% | -$58.8K | 0.41% | 68 |
|
|
2020
Q1 | $5.65M | Buy |
68,463
+224
| +0.3% | +$18.5K | 0.52% | 49 |
|
|
2019
Q4 | $6.46M | Buy |
68,239
+517
| +0.8% | +$49K | 0.42% | 62 |
|
|
2019
Q3 | $5.89M | Buy |
67,722
+1,170
| +2% | +$102K | 0.42% | 62 |
|
|
2019
Q2 | $6.08M | Buy |
66,552
+1,754
| +3% | +$160K | 0.46% | 62 |
|
|
2019
Q1 | $6.23M | Buy |
64,798
+58
| +0.1% | +$5.58K | 0.49% | 63 |
|
|
2018
Q4 | $5.56M | Sell |
64,740
-721
| -1% | -$61.9K | 0.54% | 54 |
|
|
2018
Q3 | $5.64M | Sell |
65,461
-17,950
| -22% | -$1.55M | 0.45% | 63 |
|
|
2018
Q2 | $6.3M | Sell |
83,411
-730
| -0.9% | -$55.1K | 0.56% | 58 |
|
|
2018
Q1 | $6.8M | Buy |
84,141
+1,673
| +2% | +$135K | 0.66% | 48 |
|
|
2017
Q4 | $6.92M | Buy |
82,468
+50,821
| +161% | +$4.27M | 0.67% | 47 |
|
|
2017
Q3 | $2.72M | Sell |
31,647
-1,099
| -3% | -$94.4K | 0.29% | 76 |
|
|
2017
Q2 | $2.73M | Sell |
32,746
-57,302
| -64% | -$4.78M | 0.3% | 77 |
|
|
2017
Q1 | $6.69M | Buy |
90,048
+9,719
| +12% | +$722K | 0.73% | 37 |
|
|
2016
Q4 | $5.85M | Sell |
80,329
-4,507
| -5% | -$328K | 0.68% | 42 |
|
|
2016
Q3 | $6.7M | Sell |
84,836
-2,808
| -3% | -$222K | 0.9% | 30 |
|
|
2016
Q2 | $7.23M | Buy |
87,644
+8,366
| +11% | +$690K | 0.97% | 21 |
|
|
2016
Q1 | $5.74M | Sell |
79,278
-3,015
| -4% | -$218K | 0.74% | 35 |
|
|
2015
Q4 | $7.08M | Buy |
82,293
+81
| +0.1% | +$6.97K | 0.96% | 17 |
|
|
2015
Q3 | $7.56M | Sell |
82,212
-3,526
| -4% | -$324K | 0.97% | 15 |
|
|
2015
Q2 | $8.43M | Buy |
85,738
+719
| +0.8% | +$70.7K | 1.19% | 15 |
|
|
2015
Q1 | $8.38M | Buy |
85,019
+1,811
| +2% | +$179K | 2.02% | 8 |
|
|
2014
Q4 | $7.71M | Sell |
83,208
-743
| -0.9% | -$68.8K | 1.99% | 8 |
|
|
2014
Q3 | $7.9M | Sell |
83,951
-2,291
| -3% | -$216K | 2.07% | 7 |
|
|
2014
Q2 | $7.81M | Buy |
86,242
+872
| +1% | +$78.9K | 2.05% | 6 |
|
|
2014
Q1 | $7.26M | Buy |
85,370
+3,083
| +4% | +$262K | 2.04% | 8 |
|
|
2013
Q4 | $6.61M | Buy |
82,287
+2,815
| +4% | +$226K | 1.98% | 10 |
|
|
2013
Q3 | $6.1M | Buy |
79,472
+3,767
| +5% | +$289K | 2.06% | 7 |
|
|
2013
Q2 | $5.35M | Buy |
+75,705
| New | +$5.35M | 1.95% | 13 |
|