Hall Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Sell |
2,355
-36
| -2% | -$4.36K | 0.12% | 82 |
|
2025
Q1 | $267K | Sell |
2,391
-2,466
| -51% | -$275K | 0.12% | 85 |
|
2024
Q4 | $473K | Buy |
+4,857
| New | +$473K | 0.22% | 62 |
|
2024
Q2 | $562K | Buy |
5,283
+105
| +2% | +$11.2K | 0.27% | 61 |
|
2024
Q1 | $501K | Buy |
5,178
+146
| +3% | +$14.1K | 0.25% | 62 |
|
2023
Q4 | $508K | Sell |
5,032
-83
| -2% | -$8.38K | 0.3% | 57 |
|
2023
Q3 | $521K | Buy |
5,115
+122
| +2% | +$12.4K | 0.33% | 56 |
|
2023
Q2 | $504K | Sell |
4,993
-9
| -0.2% | -$908 | 0.28% | 64 |
|
2023
Q1 | $460K | Buy |
5,002
+115
| +2% | +$10.6K | 0.27% | 68 |
|
2022
Q4 | $443K | Sell |
4,887
-1,362
| -22% | -$124K | 0.27% | 67 |
|
2022
Q3 | $475K | Sell |
6,249
-647
| -9% | -$49.2K | 0.32% | 61 |
|
2022
Q2 | $583K | Sell |
6,896
-290
| -4% | -$24.5K | 0.38% | 51 |
|
2022
Q1 | $631K | Sell |
7,186
-250
| -3% | -$22K | 0.37% | 56 |
|
2021
Q4 | $650K | Sell |
7,436
-2,485
| -25% | -$217K | 0.37% | 58 |
|
2021
Q3 | $811K | Buy |
9,921
+318
| +3% | +$26K | 0.52% | 47 |
|
2021
Q2 | $876K | Buy |
+9,603
| New | +$876K | 0.57% | 47 |
|
2020
Q4 | $1.17M | Buy |
12,353
+149
| +1% | +$14.1K | 0.84% | 36 |
|
2020
Q3 | $1.06M | Buy |
12,204
+557
| +5% | +$48.4K | 0.84% | 38 |
|
2020
Q2 | $1.02M | Buy |
11,647
+295
| +3% | +$25.8K | 0.86% | 39 |
|
2020
Q1 | $936K | Sell |
11,352
-360
| -3% | -$29.7K | 0.96% | 35 |
|
2019
Q4 | $1.11M | Sell |
11,712
-75
| -0.6% | -$7.1K | 0.9% | 39 |
|
2019
Q3 | $1.02M | Sell |
11,787
-1,004
| -8% | -$87.2K | 0.89% | 40 |
|
2019
Q2 | $1.17M | Sell |
12,791
-1,181
| -8% | -$108K | 1% | 38 |
|
2019
Q1 | $1.2M | Sell |
13,972
-279
| -2% | -$24K | 1.05% | 39 |
|
2018
Q4 | $1.1M | Buy |
14,251
+83
| +0.6% | +$6.38K | 1.09% | 35 |
|
2018
Q3 | $1.09M | Sell |
14,168
-111
| -0.8% | -$8.57K | 0.95% | 39 |
|
2018
Q2 | $967K | Sell |
14,279
-56
| -0.4% | -$3.79K | 0.91% | 38 |
|
2018
Q1 | $1.04M | Sell |
14,335
-402
| -3% | -$29.1K | 1% | 36 |
|
2017
Q4 | $1.11M | Buy |
14,737
+285
| +2% | +$21.4K | 0.97% | 36 |
|
2017
Q3 | $1.11M | Buy |
14,452
+1,166
| +9% | +$89.7K | 1.02% | 36 |
|
2017
Q2 | $994K | Buy |
13,286
+606
| +5% | +$45.3K | 0.93% | 38 |
|
2017
Q1 | $844K | Sell |
12,680
-165
| -1% | -$11K | 0.8% | 44 |
|
2016
Q4 | $838K | Buy |
+12,845
| New | +$838K | 0.82% | 44 |
|
2015
Q3 | $1.4M | Buy |
17,055
+848
| +5% | +$69.8K | 1.67% | 24 |
|
2015
Q2 | $1.43M | Buy |
16,207
+195
| +1% | +$17.2K | 1.62% | 27 |
|
2015
Q1 | $1.41M | Buy |
16,012
+1,294
| +9% | +$114K | 1.47% | 31 |
|
2014
Q4 | $1.22M | Buy |
+14,718
| New | +$1.22M | 1.26% | 33 |
|