Janney Montgomery Scott’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6M | Buy |
310,389
+86,351
| +39% | +$10.4M | 0.1% | 209 |
|
|
2025
Q1 | $25M | Sell |
224,038
-25,584
| -10% | -$2.85M | 0.07% | 272 |
|
|
2024
Q4 | $24.3M | Buy |
249,622
+4,624
| +2% | +$450K | 0.07% | 285 |
|
|
2024
Q3 | $28.2M | Sell |
244,998
-3,913
| -2% | -$450K | 0.08% | 263 |
|
|
2024
Q2 | $26.5M | Sell |
248,911
-3,850
| -2% | -$410K | 0.08% | 256 |
|
|
2024
Q1 | $24.5M | Sell |
252,761
-6,795
| -3% | -$657K | 0.07% | 271 |
|
|
2023
Q4 | $26.2M | Sell |
259,556
-7,345
| -3% | -$742K | 0.09% | 236 |
|
|
2023
Q3 | $27.2M | Sell |
266,901
-10,995
| -4% | -$1.12M | 0.1% | 192 |
|
|
2023
Q2 | $28M | Buy |
277,896
+4,928
| +2% | +$497K | 0.1% | 199 |
|
|
2023
Q1 | $25.1M | Sell |
272,968
-32,341
| -11% | -$2.98M | 0.1% | 192 |
|
|
2022
Q4 | $27.7M | Buy |
305,309
+5,673
| +2% | +$515K | 0.11% | 183 |
|
|
2022
Q3 | $22.8M | Buy |
299,636
+4,840
| +2% | +$368K | 0.1% | 203 |
|
|
2022
Q2 | $24.9M | Buy |
294,796
+2,235
| +0.8% | +$189K | 0.11% | 187 |
|
|
2022
Q1 | $25.7M | Buy |
292,561
+46,946
| +19% | +$4.12M | 0.11% | 190 |
|
|
2021
Q4 | $21.5M | Sell |
245,615
-1,599
| -0.6% | -$140K | 0.08% | 218 |
|
|
2021
Q3 | $20.2M | Buy |
247,214
+9,389
| +4% | +$768K | 0.09% | 217 |
|
|
2021
Q2 | $21.7M | Buy |
237,825
+7,150
| +3% | +$652K | 0.1% | 198 |
|
|
2021
Q1 | $19.7M | Sell |
230,675
-1,519
| -0.7% | -$130K | 0.1% | 199 |
|
|
2020
Q4 | $21.9M | Sell |
232,194
-8,433
| -4% | -$796K | 0.11% | 187 |
|
|
2020
Q3 | $20.9M | Sell |
240,627
-4,812
| -2% | -$418K | 0.12% | 173 |
|
|
2020
Q2 | $21.4M | Sell |
245,439
-9,365
| -4% | -$818K | 0.14% | 170 |
|
|
2020
Q1 | $21M | Sell |
254,804
-2,550
| -1% | -$210K | 0.17% | 148 |
|
|
2019
Q4 | $24.4M | Buy |
257,354
+9,103
| +4% | +$862K | 0.16% | 150 |
|
|
2019
Q3 | $21.6M | Buy |
248,251
+5,423
| +2% | +$471K | 0.16% | 155 |
|
|
2019
Q2 | $22.2M | Sell |
242,828
-13,562
| -5% | -$1.24M | 0.17% | 140 |
|
|
2019
Q1 | $22.1M | Buy |
256,390
+15,617
| +6% | +$1.35M | 0.18% | 135 |
|
|
2018
Q4 | $18.5M | Buy |
240,773
+6,256
| +3% | +$481K | 0.18% | 130 |
|
|
2018
Q3 | $18.1M | Buy |
234,517
+27,466
| +13% | +$2.12M | 0.16% | 145 |
|
|
2018
Q2 | $14M | Sell |
207,051
-1,317
| -0.6% | -$89.1K | 0.13% | 177 |
|
|
2018
Q1 | $15.1M | Buy |
208,368
+10,888
| +6% | +$789K | 0.15% | 152 |
|
|
2017
Q4 | $14.9M | Buy |
197,480
+13,843
| +8% | +$1.04M | 0.15% | 155 |
|
|
2017
Q3 | $14.1M | Buy |
183,637
+9,732
| +6% | +$749K | 0.16% | 145 |
|
|
2017
Q2 | $13M | Sell |
173,905
-2,455
| -1% | -$184K | 0.16% | 147 |
|
|
2017
Q1 | $11.7M | Buy |
176,360
+31,147
| +21% | +$2.07M | 0.16% | 156 |
|
|
2016
Q4 | $9.48M | Buy |
145,213
+68,564
| +89% | +$4.48M | 0.14% | 177 |
|
|
2016
Q3 | $5.42M | Buy |
+76,649
| New | +$5.42M | 0.1% | 232 |
|
|
2016
Q2 | – | Sell |
-64,285
| Closed | -$4.17M | – | 1009 |
|
|
2016
Q1 | $4.17M | Sell |
64,285
-17,175
| -21% | -$1.11M | 0.11% | 196 |
|
|
2015
Q4 | $6.28M | Sell |
81,460
-8,194
| -9% | -$632K | 0.16% | 152 |
|
|
2015
Q3 | $7.38M | Buy |
89,654
+6,936
| +8% | +$571K | 0.21% | 116 |
|
|
2015
Q2 | $7.29M | Buy |
82,718
+5,006
| +6% | +$441K | 0.15% | 153 |
|
|
2015
Q1 | $6.87M | Buy |
77,712
+4,971
| +7% | +$439K | 0.13% | 196 |
|
|
2014
Q4 | $6.04M | Buy |
72,741
+4,349
| +6% | +$361K | 0.12% | 208 |
|
|
2014
Q3 | $5.77M | Buy |
68,392
+7,839
| +13% | +$661K | 0.12% | 207 |
|
|
2014
Q2 | $4.91M | Buy |
60,553
+13,668
| +29% | +$1.11M | 0.11% | 228 |
|
|
2014
Q1 | $3.57M | Buy |
46,885
+1,810
| +4% | +$138K | 0.09% | 289 |
|
|
2013
Q4 | $3.25M | Sell |
45,075
-6,100
| -12% | -$439K | 0.09% | 285 |
|
|
2013
Q3 | $3.52M | Buy |
51,175
+42,423
| +485% | +$2.92M | 0.11% | 228 |
|
|
2013
Q2 | $555K | Buy |
+8,752
| New | +$555K | 0.06% | 375 |
|