Highland Capital Management (Tennessee)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
14,462
-400
| -3% | -$48.4K | 0.09% | 180 |
|
|
2025
Q1 | $1.66M | Sell |
14,862
-1,250
| -8% | -$139K | 0.1% | 175 |
|
|
2024
Q4 | $1.57M | Sell |
16,112
-400
| -2% | -$38.9K | 0.09% | 180 |
|
|
2024
Q3 | $1.9M | Sell |
16,512
-132
| -0.8% | -$15.2K | 0.11% | 173 |
|
|
2024
Q2 | $1.77M | Buy |
16,644
+4,950
| +42% | +$527K | 0.1% | 176 |
|
|
2024
Q1 | $1.13M | Buy |
11,694
+12
| +0.1% | +$1.16K | 0.07% | 221 |
|
|
2023
Q4 | $1.18M | Buy |
11,682
+150
| +1% | +$15.1K | 0.07% | 218 |
|
|
2023
Q3 | $1.17M | Buy |
11,532
+1,450
| +14% | +$148K | 0.08% | 211 |
|
|
2023
Q2 | $1.02M | Sell |
10,082
-200
| -2% | -$20.2K | 0.07% | 224 |
|
|
2023
Q1 | $946K | Buy |
10,282
+650
| +7% | +$59.8K | 0.07% | 194 |
|
|
2022
Q4 | $874K | Buy |
9,632
+250
| +3% | +$22.7K | 0.06% | 240 |
|
|
2022
Q3 | $713K | Sell |
9,382
-915
| -9% | -$69.5K | 0.06% | 236 |
|
|
2022
Q2 | $870K | Hold |
10,297
| – | – | 0.06% | 228 |
|
|
2022
Q1 | $904K | Hold |
10,297
| – | – | 0.05% | 238 |
|
|
2021
Q4 | $901K | Buy |
10,297
+350
| +4% | +$30.6K | 0.05% | 247 |
|
|
2021
Q3 | $813K | Buy |
9,947
+318
| +3% | +$26K | 0.05% | 255 |
|
|
2021
Q2 | $879K | Sell |
9,629
-50
| -0.5% | -$4.56K | 0.05% | 244 |
|
|
2021
Q1 | $827K | Sell |
9,679
-86
| -0.9% | -$7.35K | 0.05% | 249 |
|
|
2020
Q4 | $922K | Buy |
9,765
+750
| +8% | +$70.8K | 0.06% | 240 |
|
|
2020
Q3 | $784K | Sell |
9,015
-35
| -0.4% | -$3.04K | 0.06% | 227 |
|
|
2020
Q2 | $790K | Sell |
9,050
-200
| -2% | -$17.5K | 0.06% | 228 |
|
|
2020
Q1 | $763K | Buy |
9,250
+550
| +6% | +$45.4K | 0.07% | 216 |
|
|
2019
Q4 | $824K | Buy |
+8,700
| New | +$824K | 0.06% | 243 |
|
|
2015
Q4 | – | Sell |
-363
| Closed | -$30K | – | 467 |
|
|
2015
Q3 | $30K | Hold |
363
| – | – | ﹤0.01% | 414 |
|
|
2015
Q2 | $32K | Buy |
+363
| New | +$32K | ﹤0.01% | 426 |
|