Hendershot Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
3,331
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $371K | Hold |
3,331
| – | – | 0.05% | 92 |
|
|
2024
Q4 | $324K | Hold |
3,331
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $383K | Buy |
3,331
+200
| +6% | +$23K | 0.05% | 94 |
|
|
2024
Q2 | $333K | Hold |
3,131
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $303K | Sell |
3,131
-75
| -2% | -$7.26K | 0.04% | 98 |
|
|
2023
Q4 | $324K | Hold |
3,206
| – | – | 0.05% | 99 |
|
|
2023
Q3 | $327K | Hold |
3,206
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $324K | Hold |
3,206
| – | – | 0.05% | 103 |
|
|
2023
Q1 | $295K | Sell |
3,206
-450
| -12% | -$41.4K | 0.05% | 111 |
|
|
2022
Q4 | $332K | Sell |
3,656
-125
| -3% | -$11.3K | 0.06% | 110 |
|
|
2022
Q3 | $287K | Hold |
3,781
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $320K | Sell |
3,781
-46
| -1% | -$3.89K | 0.06% | 111 |
|
|
2022
Q1 | $336K | Hold |
3,827
| – | – | 0.05% | 115 |
|
|
2021
Q4 | $335K | Buy |
+3,827
| New | +$335K | 0.05% | 116 |
|