LPL Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7M | Sell |
460,093
-5,902
| -1% | -$714K | 0.02% | 713 |
|
|
2025
Q1 | $51.9M | Buy |
465,995
+15,776
| +4% | +$1.76M | 0.02% | 668 |
|
|
2024
Q4 | $43.8M | Buy |
450,219
+18,630
| +4% | +$1.81M | 0.02% | 714 |
|
|
2024
Q3 | $49.6M | Buy |
431,589
+29,495
| +7% | +$3.39M | 0.02% | 613 |
|
|
2024
Q2 | $42.8M | Buy |
402,094
+41,046
| +11% | +$4.37M | 0.02% | 617 |
|
|
2024
Q1 | $34.9M | Buy |
361,048
+15,026
| +4% | +$1.45M | 0.02% | 685 |
|
|
2023
Q4 | $34.9M | Buy |
346,022
+15,980
| +5% | +$1.61M | 0.02% | 624 |
|
|
2023
Q3 | $33.6M | Buy |
330,042
+4,510
| +1% | +$459K | 0.02% | 592 |
|
|
2023
Q2 | $32.8M | Buy |
325,532
+26,185
| +9% | +$2.64M | 0.02% | 581 |
|
|
2023
Q1 | $27.5M | Sell |
299,347
-22,026
| -7% | -$2.03M | 0.02% | 625 |
|
|
2022
Q4 | $29.2M | Buy |
321,373
+10,659
| +3% | +$967K | 0.03% | 553 |
|
|
2022
Q3 | $23.6M | Sell |
310,714
-14,106
| -4% | -$1.07M | 0.02% | 577 |
|
|
2022
Q2 | $27.5M | Buy |
324,820
+45,658
| +16% | +$3.86M | 0.03% | 515 |
|
|
2022
Q1 | $24.5M | Buy |
279,162
+28,646
| +11% | +$2.51M | 0.02% | 584 |
|
|
2021
Q4 | $21.9M | Sell |
250,516
-15,634
| -6% | -$1.37M | 0.02% | 640 |
|
|
2021
Q3 | $21.8M | Buy |
266,150
+2,027
| +0.8% | +$166K | 0.02% | 590 |
|
|
2021
Q2 | $24.1M | Sell |
264,123
-3,424
| -1% | -$312K | 0.02% | 526 |
|
|
2021
Q1 | $22.9M | Sell |
267,547
-4,899
| -2% | -$419K | 0.03% | 492 |
|
|
2020
Q4 | $25.7M | Buy |
272,446
+57,043
| +26% | +$5.39M | 0.03% | 398 |
|
|
2020
Q3 | $18.7M | Sell |
215,403
-4,454
| -2% | -$387K | 0.03% | 417 |
|
|
2020
Q2 | $19.2M | Buy |
219,857
+12,878
| +6% | +$1.12M | 0.03% | 384 |
|
|
2020
Q1 | $17.1M | Buy |
206,979
+10,698
| +5% | +$882K | 0.04% | 348 |
|
|
2019
Q4 | $18.6M | Buy |
196,281
+9,737
| +5% | +$922K | 0.03% | 380 |
|
|
2019
Q3 | $16.2M | Buy |
186,544
+15,400
| +9% | +$1.34M | 0.03% | 378 |
|
|
2019
Q2 | $15.6M | Buy |
171,144
+4,636
| +3% | +$423K | 0.03% | 385 |
|
|
2019
Q1 | $14.3M | Buy |
166,508
+11,563
| +7% | +$996K | 0.03% | 390 |
|
|
2018
Q4 | $11.9M | Buy |
154,945
+8,049
| +5% | +$619K | 0.03% | 398 |
|
|
2018
Q3 | $11.3M | Buy |
146,896
+11,828
| +9% | +$913K | 0.03% | 445 |
|
|
2018
Q2 | $9.14M | Buy |
135,068
+11,997
| +10% | +$812K | 0.02% | 489 |
|
|
2018
Q1 | $8.92M | Buy |
123,071
+14,648
| +14% | +$1.06M | 0.02% | 486 |
|
|
2017
Q4 | $8.16M | Buy |
108,423
+8,838
| +9% | +$665K | 0.02% | 470 |
|
|
2017
Q3 | $7.66M | Buy |
99,585
+12,237
| +14% | +$941K | 0.03% | 456 |
|
|
2017
Q2 | $6.53M | Buy |
87,348
+69,245
| +383% | +$5.18M | 0.02% | 470 |
|
|
2017
Q1 | $1.21M | Sell |
18,103
-945
| -5% | -$63K | 0.01% | 1136 |
|
|
2016
Q4 | $1.24M | Buy |
19,048
+8,685
| +84% | +$567K | 0.01% | 1071 |
|
|
2016
Q3 | $732K | Buy |
10,363
+321
| +3% | +$22.7K | 0.01% | 1422 |
|
|
2016
Q2 | $738K | Sell |
10,042
-230,078
| -96% | -$16.9M | 0.01% | 1379 |
|
|
2016
Q1 | $15.6M | Buy |
240,120
+14,141
| +6% | +$920K | 0.04% | 324 |
|
|
2015
Q4 | $17.5M | Buy |
225,979
+95,318
| +73% | +$7.36M | 0.05% | 307 |
|
|
2015
Q3 | $11M | Buy |
130,661
+6,737
| +5% | +$569K | 0.06% | 268 |
|
|
2015
Q2 | $11M | Buy |
123,924
+636
| +0.5% | +$56.2K | 0.06% | 297 |
|
|
2015
Q1 | $11M | Sell |
123,288
-17,526
| -12% | -$1.57M | 0.06% | 284 |
|
|
2014
Q4 | $11.7M | Buy |
140,814
+19,211
| +16% | +$1.6M | 0.06% | 260 |
|
|
2014
Q3 | $10.2M | Sell |
121,603
-14,421
| -11% | -$1.2M | 0.06% | 277 |
|
|
2014
Q2 | $11M | Sell |
136,024
-10,341
| -7% | -$839K | 0.06% | 260 |
|
|
2014
Q1 | $11.2M | Sell |
146,365
-18,794
| -11% | -$1.43M | 0.07% | 249 |
|
|
2013
Q4 | $11.9M | Buy |
165,159
+8,486
| +5% | +$611K | 0.07% | 233 |
|
|
2013
Q3 | $10.6M | Buy |
156,673
+11,120
| +8% | +$749K | 0.07% | 253 |
|
|
2013
Q2 | $9.22M | Buy |
+145,553
| New | +$9.22M | 0.07% | 244 |
|