Guyasuta Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
10,767
+313
| +3% | +$37.9K | 0.08% | 102 |
|
2025
Q1 | $1.17M | Sell |
10,454
-100
| -0.9% | -$11.1K | 0.08% | 105 |
|
2024
Q4 | $1.03M | Sell |
10,554
-101
| -0.9% | -$9.83K | 0.06% | 113 |
|
2024
Q3 | $1.23M | Sell |
10,655
-1,918
| -15% | -$221K | 0.08% | 102 |
|
2024
Q2 | $1.27M | Sell |
12,573
-101
| -0.8% | -$10.2K | 0.09% | 97 |
|
2024
Q1 | $1.28M | Hold |
12,674
| – | – | 0.09% | 97 |
|
2023
Q4 | $1.28M | Sell |
12,674
-4,127
| -25% | -$417K | 0.09% | 97 |
|
2023
Q3 | $1.71M | Sell |
16,801
-116,388
| -87% | -$11.9M | 0.13% | 75 |
|
2023
Q2 | $13.4M | Sell |
133,189
-4,390
| -3% | -$443K | 0.99% | 31 |
|
2023
Q1 | $12.7M | Buy |
137,579
+385
| +0.3% | +$35.4K | 0.98% | 33 |
|
2022
Q4 | $12.4M | Sell |
137,194
-114
| -0.1% | -$10.3K | 0.98% | 31 |
|
2022
Q3 | $10.4M | Buy |
137,308
+1,194
| +0.9% | +$90.8K | 0.9% | 32 |
|
2022
Q2 | $11.5M | Sell |
136,114
-297
| -0.2% | -$25.1K | 0.9% | 32 |
|
2022
Q1 | $12M | Sell |
136,411
-1,575
| -1% | -$138K | 0.82% | 34 |
|
2021
Q4 | $12.1M | Sell |
137,986
-1,291
| -0.9% | -$113K | 0.79% | 34 |
|
2021
Q3 | $11.4M | Buy |
139,277
+601
| +0.4% | +$49.1K | 0.81% | 34 |
|
2021
Q2 | $12.7M | Sell |
138,676
-292
| -0.2% | -$26.6K | 0.91% | 34 |
|
2021
Q1 | $11.9M | Sell |
138,968
-3,681
| -3% | -$315K | 0.93% | 35 |
|
2020
Q4 | $13.5M | Buy |
142,649
+1,335
| +0.9% | +$126K | 1.13% | 28 |
|
2020
Q3 | $12.3M | Buy |
141,314
+40
| +0% | +$3.48K | 1.14% | 27 |
|
2020
Q2 | $12.3M | Buy |
141,274
+6,649
| +5% | +$581K | 1.27% | 25 |
|
2020
Q1 | $11.1M | Buy |
134,625
+117,938
| +707% | +$9.72M | 1.33% | 24 |
|
2019
Q4 | $1.58M | Sell |
16,687
-45
| -0.3% | -$4.26K | 0.15% | 78 |
|
2019
Q3 | $1.45M | Sell |
16,732
-1,200
| -7% | -$104K | 0.15% | 80 |
|
2019
Q2 | $1.64M | Sell |
17,932
-3,197
| -15% | -$292K | 0.17% | 75 |
|
2019
Q1 | $1.82M | Sell |
21,129
-324
| -2% | -$27.9K | 0.2% | 69 |
|
2018
Q4 | $1.65M | Sell |
21,453
-335
| -2% | -$25.8K | 0.2% | 66 |
|
2018
Q3 | $1.68M | Buy |
21,788
+2,059
| +10% | +$159K | 0.18% | 75 |
|
2018
Q2 | $1.34M | Sell |
19,729
-613
| -3% | -$41.5K | 0.15% | 82 |
|
2018
Q1 | $1.47M | Sell |
20,342
-966
| -5% | -$70K | 0.17% | 77 |
|
2017
Q4 | $1.6M | Sell |
21,308
-2,466
| -10% | -$186K | 0.18% | 71 |
|
2017
Q3 | $1.83M | Hold |
23,774
| – | – | 0.22% | 59 |
|
2017
Q2 | $1.78M | Sell |
23,774
-1,909
| -7% | -$143K | 0.21% | 60 |
|
2017
Q1 | $1.71M | Sell |
25,683
-10,928
| -30% | -$727K | 0.21% | 61 |
|
2016
Q4 | $2.39M | Sell |
36,611
-125,092
| -77% | -$8.17M | 0.31% | 47 |
|
2016
Q3 | $11.4M | Buy |
161,703
+5,346
| +3% | +$378K | 1.46% | 28 |
|
2016
Q2 | $11.6M | Buy |
156,357
+24,933
| +19% | +$1.84M | 1.55% | 26 |
|
2016
Q1 | $8.53M | Buy |
131,424
+126,192
| +2,412% | +$8.19M | 1.19% | 29 |
|
2015
Q4 | $403K | Buy |
5,232
+73
| +1% | +$5.62K | 0.06% | 146 |
|
2015
Q3 | $424K | Buy |
5,159
+285
| +6% | +$23.4K | 0.06% | 151 |
|
2015
Q2 | $429K | Buy |
4,874
+436
| +10% | +$38.4K | 0.06% | 161 |
|
2015
Q1 | $392K | Sell |
4,438
-687
| -13% | -$60.7K | 0.05% | 159 |
|
2014
Q4 | $425K | Buy |
5,125
+740
| +17% | +$61.4K | 0.06% | 152 |
|
2014
Q3 | $369K | Sell |
4,385
-39
| -0.9% | -$3.28K | 0.05% | 156 |
|
2014
Q2 | $358K | Sell |
4,424
-39
| -0.9% | -$3.16K | 0.05% | 158 |
|
2014
Q1 | $339K | Hold |
4,463
| – | – | 0.05% | 155 |
|
2013
Q4 | $321K | Hold |
4,463
| – | – | 0.05% | 155 |
|
2013
Q3 | $306K | Hold |
4,463
| – | – | 0.05% | 156 |
|
2013
Q2 | $282K | Buy |
+4,463
| New | +$282K | 0.05% | 154 |
|