KCM Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
10,249
+463
| +5% | +$56K | 0.04% | 196 |
|
|
2025
Q1 | $1.09M | Buy |
9,786
+141
| +1% | +$15.7K | 0.04% | 195 |
|
|
2024
Q4 | $939K | Sell |
9,645
-102
| -1% | -$9.93K | 0.03% | 209 |
|
|
2024
Q3 | $1.12M | Sell |
9,747
-77
| -0.8% | -$8.86K | 0.04% | 202 |
|
|
2024
Q2 | $1.05M | Sell |
9,824
-204
| -2% | -$21.7K | 0.04% | 209 |
|
|
2024
Q1 | $970K | Sell |
10,028
-111
| -1% | -$10.7K | 0.04% | 213 |
|
|
2023
Q4 | $1.02M | Sell |
10,139
-448
| -4% | -$45.2K | 0.04% | 210 |
|
|
2023
Q3 | $1.08M | Sell |
10,587
-191
| -2% | -$19.5K | 0.05% | 195 |
|
|
2023
Q2 | $1.09M | Sell |
10,778
-611
| -5% | -$61.7K | 0.04% | 198 |
|
|
2023
Q1 | $1.05M | Buy |
11,389
+394
| +4% | +$36.2K | 0.04% | 208 |
|
|
2022
Q4 | $997K | Buy |
10,995
+211
| +2% | +$19.1K | 0.04% | 206 |
|
|
2022
Q3 | $820K | Buy |
10,784
+1,423
| +15% | +$108K | 0.04% | 217 |
|
|
2022
Q2 | $791K | Sell |
9,361
-176
| -2% | -$14.9K | 0.03% | 226 |
|
|
2022
Q1 | $837K | Buy |
9,537
+971
| +11% | +$85.2K | 0.03% | 230 |
|
|
2021
Q4 | $749K | Buy |
8,566
+1,277
| +18% | +$112K | 0.03% | 240 |
|
|
2021
Q3 | $596K | Sell |
7,289
-79
| -1% | -$6.46K | 0.02% | 255 |
|
|
2021
Q2 | $672K | Sell |
7,368
-6,010
| -45% | -$548K | 0.03% | 234 |
|
|
2021
Q1 | $1.14M | Sell |
13,378
-639
| -5% | -$54.6K | 0.05% | 186 |
|
|
2020
Q4 | $1.32M | Buy |
14,017
+639
| +5% | +$60.4K | 0.06% | 165 |
|
|
2020
Q3 | $1.16M | Sell |
13,378
-1,219
| -8% | -$106K | 0.06% | 161 |
|
|
2020
Q2 | $1.28M | Buy |
14,597
+1,737
| +14% | +$152K | 0.07% | 159 |
|
|
2020
Q1 | $1.06M | Buy |
12,860
+3,443
| +37% | +$284K | 0.07% | 155 |
|
|
2019
Q4 | $892K | Buy |
9,417
+3,823
| +68% | +$362K | 0.05% | 190 |
|
|
2019
Q3 | $486K | Buy |
5,594
+446
| +9% | +$38.7K | 0.03% | 240 |
|
|
2019
Q2 | $470K | Sell |
5,148
-721
| -12% | -$65.8K | 0.03% | 242 |
|
|
2019
Q1 | $506K | Buy |
5,869
+102
| +2% | +$8.79K | 0.03% | 221 |
|
|
2018
Q4 | $443K | Sell |
5,767
-1,418
| -20% | -$109K | 0.03% | 353 |
|
|
2018
Q3 | $555K | Sell |
7,185
-1,570
| -18% | -$121K | 0.03% | 336 |
|
|
2018
Q2 | $593K | Sell |
8,755
-23,276
| -73% | -$1.58M | 0.04% | 318 |
|
|
2018
Q1 | $2.32M | Sell |
32,031
-7,915
| -20% | -$574K | 0.14% | 148 |
|
|
2017
Q4 | $3.01M | Sell |
39,946
-1,515
| -4% | -$114K | 0.18% | 131 |
|
|
2017
Q3 | $3.19M | Buy |
41,461
+3,664
| +10% | +$282K | 0.19% | 126 |
|
|
2017
Q2 | $2.83M | Sell |
37,797
-207
| -0.5% | -$15.5K | 0.18% | 142 |
|
|
2017
Q1 | $2.53M | Buy |
38,004
+415
| +1% | +$27.6K | 0.16% | 151 |
|
|
2016
Q4 | $2.45M | Sell |
37,589
-14,683
| -28% | -$958K | 0.17% | 150 |
|
|
2016
Q3 | $3.7M | Sell |
52,272
-44
| -0.1% | -$3.11K | 0.25% | 104 |
|
|
2016
Q2 | $3.87M | Sell |
52,316
-234
| -0.4% | -$17.3K | 0.27% | 103 |
|
|
2016
Q1 | $3.41M | Buy |
52,550
+3,363
| +7% | +$218K | 0.25% | 111 |
|
|
2015
Q4 | $3.79M | Buy |
49,187
+812
| +2% | +$62.6K | 0.3% | 98 |
|
|
2015
Q3 | $3.98M | Buy |
48,375
+1,745
| +4% | +$144K | 0.33% | 92 |
|
|
2015
Q2 | $4.11M | Sell |
46,630
-244
| -0.5% | -$21.5K | 0.33% | 93 |
|
|
2015
Q1 | $4.14M | Sell |
46,874
-188
| -0.4% | -$16.6K | 0.33% | 90 |
|
|
2014
Q4 | $3.91M | Buy |
47,062
+193
| +0.4% | +$16K | 0.33% | 91 |
|
|
2014
Q3 | $3.95M | Sell |
46,869
-834
| -2% | -$70.3K | 0.36% | 80 |
|
|
2014
Q2 | $3.87M | Buy |
47,703
+2,678
| +6% | +$217K | 0.36% | 78 |
|
|
2014
Q1 | $3.43M | Buy |
45,025
+1,134
| +3% | +$86.4K | 0.35% | 85 |
|
|
2013
Q4 | $3.16M | Buy |
43,891
+1,985
| +5% | +$143K | 0.34% | 89 |
|
|
2013
Q3 | $2.88M | Sell |
41,906
-9,005
| -18% | -$619K | 0.34% | 89 |
|
|
2013
Q2 | $3.23M | Buy |
+50,911
| New | +$3.23M | 0.39% | 75 |
|