Kovitz Investment Group Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
152,066
+97,904
| +181% | +$11.8M | 0.08% | 208 |
|
|
2025
Q1 | $6.04M | Buy |
54,162
+1,496
| +3% | +$167K | 0.03% | 368 |
|
|
2024
Q4 | $5.13M | Buy |
52,666
+33,919
| +181% | +$3.3M | 0.03% | 392 |
|
|
2024
Q3 | $1.89M | Sell |
18,747
-1,994
| -10% | -$201K | 0.01% | 496 |
|
|
2024
Q2 | $2.21M | Buy |
20,741
+6,844
| +49% | +$730K | 0.02% | 417 |
|
|
2024
Q1 | $1.34M | Buy |
13,897
+9,308
| +203% | +$900K | 0.02% | 356 |
|
|
2023
Q4 | $463K | Hold |
4,589
| – | – | 0.01% | 335 |
|
|
2023
Q3 | $467K | Sell |
4,589
-135
| -3% | -$13.8K | 0.01% | 331 |
|
|
2023
Q2 | $477K | Sell |
4,724
-1,140
| -19% | -$115K | 0.01% | 339 |
|
|
2023
Q1 | $539K | Sell |
5,864
-625
| -10% | -$57.4K | 0.01% | 337 |
|
|
2022
Q4 | $589K | Sell |
6,489
-166
| -2% | -$15.1K | 0.01% | 326 |
|
|
2022
Q3 | $506K | Sell |
6,655
-100
| -1% | -$7.6K | 0.01% | 321 |
|
|
2022
Q2 | $571K | Sell |
6,755
-92
| -1% | -$7.78K | 0.01% | 330 |
|
|
2022
Q1 | $601K | Sell |
6,847
-1,753
| -20% | -$154K | 0.01% | 326 |
|
|
2021
Q4 | $812K | Buy |
8,600
+333
| +4% | +$31.4K | 0.02% | 300 |
|
|
2021
Q3 | $676K | Sell |
8,267
-210
| -2% | -$17.2K | 0.01% | 327 |
|
|
2021
Q2 | $773K | Sell |
8,477
-390
| -4% | -$35.6K | 0.02% | 322 |
|
|
2021
Q1 | $758K | Buy |
8,867
+467
| +6% | +$39.9K | 0.02% | 304 |
|
|
2020
Q4 | $793K | Sell |
8,400
-500
| -6% | -$47.2K | 0.02% | 298 |
|
|
2020
Q3 | $774K | Sell |
8,900
-710
| -7% | -$61.7K | 0.02% | 277 |
|
|
2020
Q2 | $839K | Sell |
9,610
-1,506
| -14% | -$131K | 0.03% | 268 |
|
|
2020
Q1 | $916K | Sell |
11,116
-296
| -3% | -$24.4K | 0.03% | 246 |
|
|
2019
Q4 | $1.08M | Buy |
11,412
+50
| +0.4% | +$4.74K | 0.03% | 257 |
|
|
2019
Q3 | $988K | Sell |
11,362
-200
| -2% | -$17.4K | 0.03% | 265 |
|
|
2019
Q2 | $1.06M | Sell |
11,562
-1,610
| -12% | -$147K | 0.03% | 261 |
|
|
2019
Q1 | $1.14M | Buy |
+13,172
| New | +$1.14M | 0.04% | 260 |
|