Kimelman & Baird’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
6,850
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $764K | Hold |
6,850
| – | – | 0.06% | 74 |
|
|
2024
Q4 | $667K | Hold |
6,850
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $788K | Sell |
6,850
-50
| -0.7% | -$5.75K | 0.06% | 81 |
|
|
2024
Q2 | $735K | Buy |
+6,900
| New | +$735K | 0.06% | 85 |
|
|
2016
Q4 | – | Sell |
-98,500
| Closed | -$6.97M | – | 121 |
|
|
2016
Q3 | $6.97M | Buy |
98,500
+279
| +0.3% | +$19.7K | 1.23% | 30 |
|
|
2016
Q2 | $7.26M | Sell |
98,221
-6,917
| -7% | -$511K | 1.33% | 29 |
|
|
2016
Q1 | $6.82M | Buy |
105,138
+8,983
| +9% | +$583K | 1.27% | 28 |
|
|
2015
Q4 | $7.41M | Buy |
+96,155
| New | +$7.41M | 1.39% | 26 |
|
|
2015
Q2 | $7.21M | Buy |
81,769
+2,254
| +3% | +$199K | 1.23% | 31 |
|
|
2015
Q1 | $7.03M | Hold |
79,515
| – | – | 1.28% | 28 |
|
|
2014
Q4 | $6.6M | Buy |
79,515
+6,529
| +9% | +$542K | 1.19% | 31 |
|
|
2014
Q3 | $6.16M | Buy |
72,986
+25,277
| +53% | +$2.13M | 1.16% | 31 |
|
|
2014
Q2 | $3.87M | Sell |
47,709
-5,022
| -10% | -$407K | 0.68% | 43 |
|
|
2014
Q1 | $4.02M | Buy |
52,731
+15,624
| +42% | +$1.19M | 0.75% | 38 |
|
|
2013
Q4 | $2.67M | Sell |
37,107
-725
| -2% | -$52.2K | 0.51% | 52 |
|
|
2013
Q3 | $2.6M | Buy |
37,832
+1,116
| +3% | +$76.7K | 0.52% | 51 |
|
|
2013
Q2 | $2.33M | Buy |
+36,716
| New | +$2.33M | 0.49% | 52 |
|