Investment House LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9M | Sell |
81,817
-387
| -0.5% | -$46.8K | 0.5% | 55 |
|
|
2025
Q1 | $9.16M | Sell |
82,204
-100
| -0.1% | -$11.1K | 0.52% | 57 |
|
|
2024
Q4 | $8.01M | Sell |
82,304
-75
| -0.1% | -$7.3K | 0.44% | 61 |
|
|
2024
Q3 | $9.48M | Sell |
82,379
-50
| -0.1% | -$5.75K | 0.51% | 53 |
|
|
2024
Q2 | $8.78M | Buy |
82,429
+350
| +0.4% | +$37.3K | 0.5% | 52 |
|
|
2024
Q1 | $7.94M | Buy |
82,079
+1,050
| +1% | +$102K | 0.47% | 58 |
|
|
2023
Q4 | $8.18M | Buy |
81,029
+100
| +0.1% | +$10.1K | 0.58% | 46 |
|
|
2023
Q3 | $8.24M | Sell |
80,929
-1,586
| -2% | -$162K | 0.65% | 47 |
|
|
2023
Q2 | $8.33M | Sell |
82,515
-1,720
| -2% | -$174K | 0.62% | 46 |
|
|
2023
Q1 | $7.75M | Sell |
84,235
-522
| -0.6% | -$48K | 0.64% | 47 |
|
|
2022
Q4 | $7.69M | Sell |
84,757
-3,510
| -4% | -$318K | 0.72% | 45 |
|
|
2022
Q3 | $6.71M | Buy |
88,267
+2,543
| +3% | +$193K | 0.63% | 47 |
|
|
2022
Q2 | $7.25M | Buy |
85,724
+23,921
| +39% | +$2.02M | 0.64% | 48 |
|
|
2022
Q1 | $5.42M | Sell |
61,803
-4,970
| -7% | -$436K | 0.4% | 60 |
|
|
2021
Q4 | $5.84M | Sell |
66,773
-12,740
| -16% | -$1.11M | 0.38% | 59 |
|
|
2021
Q3 | $6.5M | Sell |
79,513
-6,888
| -8% | -$563K | 0.47% | 51 |
|
|
2021
Q2 | $7.88M | Buy |
86,401
+1,455
| +2% | +$133K | 0.55% | 46 |
|
|
2021
Q1 | $7.26M | Buy |
84,946
+1,000
| +1% | +$85.5K | 0.56% | 47 |
|
|
2020
Q4 | $7.93M | Buy |
83,946
+640
| +0.8% | +$60.4K | 0.56% | 48 |
|
|
2020
Q3 | $7.24M | Buy |
83,306
+400
| +0.5% | +$34.8K | 0.57% | 48 |
|
|
2020
Q2 | $7.24M | Buy |
82,906
+3,533
| +4% | +$309K | 0.64% | 46 |
|
|
2020
Q1 | $6.54M | Buy |
79,373
+10,622
| +15% | +$876K | 0.74% | 38 |
|
|
2019
Q4 | $6.51M | Buy |
68,751
+245
| +0.4% | +$23.2K | 0.6% | 47 |
|
|
2019
Q3 | $5.95M | Buy |
68,506
+2,440
| +4% | +$212K | 0.6% | 49 |
|
|
2019
Q2 | $6.03M | Sell |
66,066
-7,199
| -10% | -$657K | 0.63% | 48 |
|
|
2019
Q1 | $6.31M | Buy |
73,265
+167
| +0.2% | +$14.4K | 0.68% | 46 |
|
|
2018
Q4 | $5.62M | Sell |
73,098
-387
| -0.5% | -$29.8K | 0.7% | 49 |
|
|
2018
Q3 | $5.67M | Buy |
73,485
+574
| +0.8% | +$44.3K | 0.61% | 52 |
|
|
2018
Q2 | $4.94M | Sell |
72,911
-296
| -0.4% | -$20K | 0.57% | 54 |
|
|
2018
Q1 | $5.3M | Sell |
73,207
-536
| -0.7% | -$38.8K | 0.65% | 51 |
|
|
2017
Q4 | $5.55M | Buy |
73,743
+223
| +0.3% | +$16.8K | 0.67% | 48 |
|
|
2017
Q3 | $5.66M | Buy |
73,520
+2,500
| +4% | +$192K | 0.74% | 43 |
|
|
2017
Q2 | $5.31M | Buy |
71,020
+112
| +0.2% | +$8.38K | 0.71% | 48 |
|
|
2017
Q1 | $4.72M | Sell |
70,908
-698
| -1% | -$46.5K | 0.66% | 52 |
|
|
2016
Q4 | $4.67M | Sell |
71,606
-502
| -0.7% | -$32.8K | 0.71% | 51 |
|
|
2016
Q3 | $5.1M | Buy |
72,108
+139
| +0.2% | +$9.84K | 0.77% | 46 |
|
|
2016
Q2 | $5.32M | Sell |
71,969
-223
| -0.3% | -$16.5K | 0.85% | 44 |
|
|
2016
Q1 | $4.69M | Hold |
72,192
| – | – | 0.75% | 49 |
|
|
2015
Q4 | $5.57M | Sell |
72,192
-820
| -1% | -$63.2K | 0.91% | 42 |
|
|
2015
Q3 | $6.01M | Sell |
73,012
-195
| -0.3% | -$16.1K | 1.05% | 33 |
|
|
2015
Q2 | $6.45M | Buy |
73,207
+111
| +0.2% | +$9.78K | 1.04% | 30 |
|
|
2015
Q1 | $6.46M | Hold |
73,096
| – | – | 1.04% | 28 |
|
|
2014
Q4 | $6.07M | Sell |
73,096
-586
| -0.8% | -$48.7K | 0.98% | 34 |
|
|
2014
Q3 | $6.22M | Sell |
73,682
-1,562
| -2% | -$132K | 1.03% | 32 |
|
|
2014
Q2 | $6.1M | Sell |
75,244
-781
| -1% | -$63.4K | 1.05% | 28 |
|
|
2014
Q1 | $5.79M | Sell |
76,025
-1,193
| -2% | -$90.9K | 1.03% | 29 |
|
|
2013
Q4 | $5.56M | Sell |
77,218
-4,436
| -5% | -$320K | 1% | 29 |
|
|
2013
Q3 | $5.61M | Sell |
81,654
-8,928
| -10% | -$614K | 1.14% | 30 |
|
|
2013
Q2 | $5.74M | Buy |
+90,582
| New | +$5.74M | 1.24% | 26 |
|