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