Horizon Kinetics Asset 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 | $1.47M | Sell |
12,144
-403
| -3% | -$48.8K | 0.02% | 147 |
|
2025
Q1 | $1.4M | Hold |
12,547
| – | – | 0.02% | 144 |
|
2024
Q4 | $1.22M | Buy |
12,547
+403
| +3% | +$39.2K | 0.02% | 163 |
|
2024
Q3 | $1.4M | Buy |
12,144
+347
| +3% | +$39.9K | 0.02% | 144 |
|
2024
Q2 | $1.26M | Hold |
11,797
| – | – | 0.02% | 133 |
|
2024
Q1 | $1.14M | Hold |
11,797
| – | – | 0.02% | 148 |
|
2023
Q4 | $1.19M | Sell |
11,797
-403
| -3% | -$40.7K | 0.02% | 144 |
|
2023
Q3 | $1.24M | Hold |
12,200
| – | – | 0.02% | 127 |
|
2023
Q2 | $1.23M | Hold |
12,200
| – | – | 0.03% | 136 |
|
2023
Q1 | $1.12M | Sell |
12,200
-6,650
| -35% | -$612K | 0.02% | 142 |
|
2022
Q4 | $1.71M | Sell |
18,850
-2,300
| -11% | -$209K | 0.03% | 111 |
|
2022
Q3 | $1.61M | Buy |
21,150
+1,100
| +5% | +$83.6K | 0.03% | 107 |
|
2022
Q2 | $1.7M | Hold |
20,050
| – | – | 0.04% | 115 |
|
2022
Q1 | $1.76M | Hold |
20,050
| – | – | 0.04% | 133 |
|
2021
Q4 | $1.75M | Sell |
20,050
-880
| -4% | -$77K | 0.04% | 134 |
|
2021
Q3 | $1.71M | Sell |
20,930
-380
| -2% | -$31.1K | 0.04% | 133 |
|
2021
Q2 | $1.94M | Sell |
21,310
-750
| -3% | -$68.4K | 0.04% | 126 |
|
2021
Q1 | $1.89M | Hold |
22,060
| – | – | 0.04% | 124 |
|
2020
Q4 | $2.08M | Sell |
22,060
-1,255
| -5% | -$119K | 0.07% | 108 |
|
2020
Q3 | $2.03M | Buy |
23,315
+560
| +2% | +$48.7K | 0.08% | 106 |
|
2020
Q2 | $1.99M | Sell |
22,755
-2,055
| -8% | -$179K | 0.07% | 103 |
|
2020
Q1 | $2.05M | Sell |
24,810
-291
| -1% | -$24K | 0.09% | 86 |
|
2019
Q4 | $2.38M | Sell |
25,101
-32
| -0.1% | -$3.03K | 0.07% | 93 |
|
2019
Q3 | $2.18M | Hold |
25,133
| – | – | 0.07% | 106 |
|
2019
Q2 | $2.3M | Sell |
25,133
-3,752
| -13% | -$343K | 0.06% | 101 |
|
2019
Q1 | $2.49M | Buy |
+28,885
| New | +$2.49M | 0.07% | 98 |
|