Hanson & Doremus Investment 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 | $76K | Sell |
625
-3,903
| -86% | -$475K | 0.01% | 284 |
|
|
2025
Q1 | $505K | Buy |
4,528
+3,903
| +624% | +$435K | 0.07% | 113 |
|
|
2024
Q4 | $61K | Hold |
625
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $72K | Sell |
625
-115
| -16% | -$13.2K | 0.01% | 271 |
|
|
2024
Q2 | $79K | Hold |
740
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $72K | Hold |
740
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $75K | Hold |
740
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $75K | Hold |
740
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $75K | Hold |
740
| – | – | 0.02% | 263 |
|
|
2023
Q1 | $68K | Sell |
740
-3,903
| -84% | -$359K | 0.02% | 272 |
|
|
2022
Q4 | $421K | Buy |
4,643
+3,842
| +480% | +$348K | 0.09% | 129 |
|
|
2022
Q3 | $61K | Sell |
801
-137
| -15% | -$10.4K | 0.02% | 273 |
|
|
2022
Q2 | $79K | Sell |
938
-34
| -3% | -$2.86K | 0.02% | 258 |
|
|
2022
Q1 | $85K | Buy |
972
+115
| +13% | +$10.1K | 0.02% | 268 |
|
|
2021
Q4 | $75K | Hold |
857
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $70K | Sell |
857
-219
| -20% | -$17.9K | 0.02% | 273 |
|
|
2021
Q2 | $94K | Sell |
1,076
-3,727
| -78% | -$326K | 0.03% | 211 |
|
|
2021
Q1 | $411K | Buy |
4,803
+43
| +0.9% | +$3.68K | 0.1% | 136 |
|
|
2020
Q4 | $449K | Buy |
4,760
+3,684
| +342% | +$348K | 0.11% | 123 |
|
|
2020
Q3 | $94K | Hold |
1,076
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $94K | Sell |
1,076
-3,671
| -77% | -$321K | 0.03% | 210 |
|
|
2020
Q1 | $391K | Buy |
4,747
+3,823
| +414% | +$315K | 0.13% | 118 |
|
|
2019
Q4 | $87K | Hold |
924
| – | – | 0.03% | 239 |
|
|
2019
Q3 | $80K | Hold |
924
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $84K | Sell |
924
-107
| -10% | -$9.73K | 0.03% | 244 |
|
|
2019
Q1 | $89K | Buy |
1,031
+244
| +31% | +$21.1K | 0.03% | 231 |
|
|
2018
Q4 | $60K | Hold |
787
| – | – | 0.02% | 250 |
|
|
2018
Q3 | $61K | Hold |
787
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $53K | Sell |
787
-4,579
| -85% | -$308K | 0.02% | 290 |
|
|
2018
Q1 | $389K | Buy |
5,366
+4,579
| +582% | +$332K | 0.12% | 141 |
|
|
2017
Q4 | $59K | Hold |
787
| – | – | 0.02% | 277 |
|
|
2017
Q3 | $61K | Buy |
787
+698
| +784% | +$54.1K | 0.02% | 265 |
|
|
2017
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 434 |
|
|
2016
Q4 | $5.83K | Hold |
89
| – | – | ﹤0.01% | 407 |
|
|
2016
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 393 |
|
|
2016
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 385 |
|
|
2016
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 409 |
|
|
2015
Q4 | $7K | Hold |
89
| – | – | ﹤0.01% | 410 |
|
|
2015
Q3 | $7K | Hold |
89
| – | – | ﹤0.01% | 382 |
|
|
2015
Q2 | $8K | Hold |
89
| – | – | ﹤0.01% | 393 |
|
|
2015
Q1 | $8K | Hold |
89
| – | – | ﹤0.01% | 396 |
|
|
2014
Q4 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 400 |
|