Hutner 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 | $700K | Buy |
5,787
+23
| +0.4% | +$2.78K | 0.32% | 38 |
|
|
2025
Q1 | $643K | Sell |
5,764
-130
| -2% | -$14.5K | 0.27% | 38 |
|
|
2024
Q4 | $574K | Buy |
5,894
+3,324
| +129% | +$323K | 0.28% | 37 |
|
|
2024
Q3 | $296K | Buy |
2,570
+647
| +34% | +$74.4K | 0.15% | 42 |
|
|
2024
Q2 | $205K | Buy |
+1,923
| New | +$205K | 0.11% | 44 |
|
|
2024
Q1 | – | Sell |
-2,040
| Closed | -$206K | – | 44 |
|
|
2023
Q4 | $206K | Sell |
2,040
-180
| -8% | -$18.2K | 0.12% | 44 |
|
|
2023
Q3 | $226K | Sell |
2,220
-60
| -3% | -$6.11K | 0.14% | 43 |
|
|
2023
Q2 | $230K | Hold |
2,280
| – | – | 0.13% | 43 |
|
|
2023
Q1 | $210K | Sell |
2,280
-118
| -5% | -$10.9K | 0.13% | 43 |
|
|
2022
Q4 | $218K | Sell |
2,398
-368
| -13% | -$33.4K | 0.13% | 44 |
|
|
2022
Q3 | $210K | Sell |
2,766
-1,878
| -40% | -$143K | 0.15% | 44 |
|
|
2022
Q2 | $393K | Sell |
4,644
-1,516
| -25% | -$128K | 0.26% | 39 |
|
|
2022
Q1 | $541K | Sell |
6,160
-384
| -6% | -$33.7K | 0.31% | 38 |
|
|
2021
Q4 | $572K | Sell |
6,544
-546
| -8% | -$47.7K | 0.33% | 40 |
|
|
2021
Q3 | $580K | Sell |
7,090
-4,243
| -37% | -$347K | 0.38% | 38 |
|
|
2021
Q2 | $1.03M | Sell |
11,333
-4,761
| -30% | -$434K | 0.66% | 29 |
|
|
2021
Q1 | $1.38M | Sell |
16,094
-362
| -2% | -$31K | 0.9% | 29 |
|
|
2020
Q4 | $1.55M | Sell |
16,456
-179
| -1% | -$16.9K | 1.08% | 27 |
|
|
2020
Q3 | $1.45M | Buy |
16,635
+2,040
| +14% | +$177K | 1.08% | 27 |
|
|
2020
Q2 | $1.28M | Buy |
14,595
+1,956
| +15% | +$171K | 1.08% | 27 |
|
|
2020
Q1 | $1.04M | Sell |
12,639
-3,818
| -23% | -$315K | 0.95% | 28 |
|
|
2019
Q4 | $1.56M | Buy |
16,457
+1,077
| +7% | +$102K | 1.07% | 27 |
|
|
2019
Q3 | $1.34M | Buy |
15,380
+2,152
| +16% | +$187K | 0.95% | 26 |
|
|
2019
Q2 | $1.21M | Buy |
13,228
+1,292
| +11% | +$118K | 0.86% | 26 |
|
|
2019
Q1 | $1.03M | Buy |
11,936
+4,096
| +52% | +$353K | 0.75% | 28 |
|
|
2018
Q4 | $603K | Buy |
+7,840
| New | +$603K | 0.47% | 30 |
|