Manchester Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53K | Buy |
438
+23
| +6% | +$2.78K | 0.01% | 556 |
|
2025
Q1 | $46.3K | Hold |
415
| – | – | 0.01% | 564 |
|
2024
Q4 | $40.4K | Hold |
415
| – | – | ﹤0.01% | 580 |
|
2024
Q3 | $47.7K | Hold |
415
| – | – | 0.01% | 546 |
|
2024
Q2 | $44.2K | Hold |
415
| – | – | 0.01% | 521 |
|
2024
Q1 | $40.1K | Sell |
415
-1
| -0.2% | -$97 | ﹤0.01% | 494 |
|
2023
Q4 | $42K | Buy |
416
+75
| +22% | +$7.57K | 0.01% | 449 |
|
2023
Q3 | $34.7K | Buy |
341
+33
| +11% | +$3.36K | 0.01% | 461 |
|
2023
Q2 | $31.1K | Buy |
308
+219
| +246% | +$22.1K | ﹤0.01% | 451 |
|
2023
Q1 | $8.19K | Sell |
89
-53
| -37% | -$4.88K | ﹤0.01% | 568 |
|
2022
Q4 | $12.9K | Buy |
142
+63
| +80% | +$5.72K | ﹤0.01% | 444 |
|
2022
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 496 |
|
2022
Q2 | $7K | Hold |
79
| – | – | ﹤0.01% | 520 |
|
2022
Q1 | $7K | Buy |
79
+26
| +49% | +$2.3K | ﹤0.01% | 597 |
|
2021
Q4 | $5K | Sell |
53
-868
| -94% | -$81.9K | ﹤0.01% | 671 |
|
2021
Q3 | $75K | Buy |
921
+852
| +1,235% | +$69.4K | 0.01% | 390 |
|
2021
Q2 | $6K | Buy |
69
+16
| +30% | +$1.39K | ﹤0.01% | 555 |
|
2021
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 533 |
|
2020
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 533 |
|
2016
Q2 | – | Sell |
-151
| Closed | -$10K | – | 563 |
|
2016
Q1 | $10K | Hold |
151
| – | – | ﹤0.01% | 528 |
|
2015
Q4 | $12K | Hold |
151
| – | – | ﹤0.01% | 598 |
|
2015
Q3 | $12K | Hold |
151
| – | – | ﹤0.01% | 579 |
|
2015
Q2 | $13K | Hold |
151
| – | – | ﹤0.01% | 501 |
|
2015
Q1 | $13K | Sell |
151
-4,845
| -97% | -$417K | ﹤0.01% | 484 |
|
2014
Q4 | $415K | Sell |
4,996
-1,641
| -25% | -$136K | 0.05% | 195 |
|
2014
Q3 | $560K | Buy |
6,637
+569
| +9% | +$48K | 0.07% | 122 |
|
2014
Q2 | $492K | Buy |
6,068
+5,658
| +1,380% | +$459K | 0.07% | 152 |
|
2014
Q1 | $31K | Buy |
410
+151
| +58% | +$11.4K | 0.01% | 713 |
|
2013
Q4 | $19K | Sell |
259
-70
| -21% | -$5.14K | ﹤0.01% | 727 |
|
2013
Q3 | $23K | Hold |
329
| – | – | ﹤0.01% | 729 |
|
2013
Q2 | $21K | Buy |
+329
| New | +$21K | ﹤0.01% | 738 |
|