Johnson Financial Group Inc (Wisconsin)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$55.7K | – | 844 |
|
|
2025
Q1 | $55.7K | Buy |
+500
| New | +$55.7K | ﹤0.01% | 589 |
|
|
2024
Q4 | – | Sell |
-73
| Closed | -$8.4K | – | 950 |
|
|
2024
Q3 | $8.4K | Buy |
+73
| New | +$8.4K | ﹤0.01% | 706 |
|
|
2024
Q2 | – | Sell |
-559
| Closed | -$56.2K | – | 923 |
|
|
2024
Q1 | $56.2K | Buy |
559
+100
| +22% | +$10.1K | ﹤0.01% | 417 |
|
|
2023
Q4 | $46.3K | Buy |
459
+428
| +1,381% | +$43.2K | ﹤0.01% | 457 |
|
|
2023
Q3 | $3.16K | Sell |
31
-55
| -64% | -$5.6K | ﹤0.01% | 587 |
|
|
2023
Q2 | $8.68K | Buy |
+86
| New | +$8.68K | ﹤0.01% | 552 |
|
|
2022
Q2 | – | Sell |
-98
| Closed | -$9K | – | 722 |
|
|
2022
Q1 | $9K | Hold |
98
| – | – | ﹤0.01% | 587 |
|
|
2021
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 620 |
|
|
2021
Q3 | $8K | Hold |
98
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $9K | Hold |
98
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $8K | Hold |
98
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $9K | Buy |
+98
| New | +$9K | ﹤0.01% | 383 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$7K | – | 476 |
|
|
2020
Q1 | $7K | Buy |
78
+23
| +42% | +$2.06K | ﹤0.01% | 399 |
|
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 466 |
|
|
2019
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 487 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$7K | – | 545 |
|
|
2018
Q4 | $7K | Sell |
94
-148
| -61% | -$11K | ﹤0.01% | 451 |
|
|
2018
Q3 | $19K | Buy |
242
+159
| +192% | +$12.5K | ﹤0.01% | 406 |
|
|
2018
Q2 | $6K | Hold |
83
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $6K | Hold |
83
| – | – | ﹤0.01% | 486 |
|
|
2017
Q4 | $6K | Hold |
83
| – | – | ﹤0.01% | 512 |
|
|
2017
Q3 | $6K | Sell |
83
-439
| -84% | -$31.7K | ﹤0.01% | 487 |
|
|
2017
Q2 | $39K | Sell |
522
-374
| -42% | -$27.9K | 0.01% | 381 |
|
|
2017
Q1 | $60K | Sell |
896
-50
| -5% | -$3.35K | 0.01% | 381 |
|
|
2016
Q4 | $61K | Sell |
946
-170
| -15% | -$11K | 0.01% | 378 |
|
|
2016
Q3 | $79K | Sell |
1,116
-30
| -3% | -$2.12K | 0.01% | 355 |
|
|
2016
Q2 | $85K | Sell |
1,146
-529
| -32% | -$39.2K | 0.01% | 375 |
|
|
2016
Q1 | $110K | Hold |
1,675
| – | – | 0.02% | 300 |
|
|
2015
Q4 | $128K | Sell |
1,675
-893
| -35% | -$68.2K | 0.03% | 291 |
|
|
2015
Q3 | $211K | Buy |
2,568
+42
| +2% | +$3.45K | 0.05% | 241 |
|
|
2015
Q2 | $223K | Sell |
2,526
-95
| -4% | -$8.39K | 0.05% | 243 |
|
|
2015
Q1 | $232K | Buy |
2,621
+325
| +14% | +$28.8K | 0.05% | 244 |
|
|
2014
Q4 | $190K | Sell |
2,296
-90
| -4% | -$7.45K | 0.04% | 256 |
|
|
2014
Q3 | $201K | Buy |
2,386
+225
| +10% | +$19K | 0.05% | 222 |
|
|
2014
Q2 | $175K | Buy |
2,161
+909
| +73% | +$73.6K | 0.05% | 249 |
|
|
2014
Q1 | $95K | Sell |
1,252
-101
| -7% | -$7.66K | 0.03% | 283 |
|
|
2013
Q4 | $97K | Sell |
1,353
-892
| -40% | -$64K | 0.03% | 278 |
|
|
2013
Q3 | $155K | Sell |
2,245
-876
| -28% | -$60.5K | 0.05% | 238 |
|
|
2013
Q2 | $198K | Buy |
+3,121
| New | +$198K | 0.06% | 211 |
|