Michael J. Puzo’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,035
| Closed | -$246K | – | 73 |
|
|
2025
Q2 | $246K | Sell |
2,035
-400
| -16% | -$45.1K | 0.07% | 66 |
|
|
2025
Q1 | $271K | Sell |
2,435
-650
| -21% | -$69.2K | 0.08% | 64 |
|
|
2024
Q4 | $300K | Sell |
3,085
-4,240
| -58% | -$452K | 0.08% | 63 |
|
|
2024
Q3 | $843K | Sell |
7,325
-5,820
| -44% | -$660K | 0.22% | 43 |
|
|
2024
Q2 | $1.4M | Sell |
13,145
-21,665
| -62% | -$2.17M | 0.39% | 40 |
|
|
2024
Q1 | $3.37M | Sell |
34,810
-29,702
| -46% | -$3.05M | 0.93% | 32 |
|
|
2023
Q4 | $6.51M | Sell |
64,512
-11,348
| -15% | -$1.1M | 2.07% | 26 |
|
|
2023
Q3 | $7.73M | Sell |
75,860
-4,125
| -5% | -$419K | 2.62% | 17 |
|
|
2023
Q2 | $8.07M | Buy |
79,985
+224
| +0.3% | +$22.4K | 2.56% | 18 |
|
|
2023
Q1 | $7.34M | Buy |
79,761
+1,962
| +3% | +$171K | 2.45% | 18 |
|
|
2022
Q4 | $7.06M | Buy |
77,799
+75
| +0.1% | +$6.32K | 2.55% | 18 |
|
|
2022
Q3 | $5.91M | Sell |
77,724
-6,760
| -8% | -$560K | 2.25% | 20 |
|
|
2022
Q2 | $7.14M | Sell |
84,484
-1,975
| -2% | -$173K | 2.54% | 15 |
|
|
2022
Q1 | $7.59M | Sell |
86,459
-3,110
| -3% | -$269K | 2.28% | 18 |
|
|
2021
Q4 | $7.83M | Sell |
89,569
-3,433
| -4% | -$285K | 2.21% | 18 |
|
|
2021
Q3 | $7.61M | Sell |
93,002
-1,580
| -2% | -$142K | 2.41% | 17 |
|
|
2021
Q2 | $8.63M | Sell |
94,582
-3,405
| -3% | -$303K | 2.68% | 14 |
|
|
2021
Q1 | $8.38M | Sell |
97,987
-611
| -0.6% | -$54.8K | 2.67% | 15 |
|
|
2020
Q4 | $9.31M | Buy |
98,598
+10
| +0% | +$874 | 3.04% | 13 |
|
|
2020
Q3 | $8.57M | Sell |
98,588
-218
| -0.2% | -$18.9K | 3.05% | 11 |
|
|
2020
Q2 | $8.63M | Sell |
98,806
-398
| -0.4% | -$34.4K | 3.23% | 11 |
|
|
2020
Q1 | $8.18M | Buy |
99,204
+1
| +0% | +$89 | 3.6% | 8 |
|
|
2019
Q4 | $9.39M | Sell |
99,203
-770
| -0.8% | -$69.1K | 3.36% | 10 |
|
|
2019
Q3 | $8.69M | Buy |
99,973
+2,065
| +2% | +$185K | 3.27% | 11 |
|
|
2019
Q2 | $8.94M | Sell |
97,908
-8,068
| -8% | -$683K | 3.32% | 8 |
|
|
2019
Q1 | $9.13M | Buy |
105,976
+72
| +0.1% | +$5.78K | 3.56% | 8 |
|
|
2018
Q4 | $8.14M | Sell |
105,904
-1,301
| -1% | -$101K | 3.62% | 7 |
|
|
2018
Q3 | $8.28M | Buy |
107,205
+1,920
| +2% | +$142K | 3.12% | 12 |
|
|
2018
Q2 | $7.13M | Buy |
105,285
+2,421
| +2% | +$167K | 3.02% | 13 |
|
|
2018
Q1 | $7.45M | Buy |
102,864
+2,687
| +3% | +$205K | 3.17% | 12 |
|
|
2017
Q4 | $7.54M | Buy |
100,177
+18,960
| +23% | +$1.43M | 3.11% | 12 |
|
|
2017
Q3 | $6.25M | Buy |
81,217
+279
| +0.3% | +$21.1K | 3.25% | 10 |
|
|
2017
Q2 | $6.05M | Buy |
80,938
+530
| +0.7% | +$37.6K | 3.27% | 9 |
|
|
2017
Q1 | $5.35M | Sell |
80,408
-318
| -0.4% | -$21.2K | 2.97% | 13 |
|
|
2016
Q4 | $5.27M | Buy |
80,726
+184
| +0.2% | +$11.9K | 3.05% | 12 |
|
|
2016
Q3 | $5.7M | Buy |
80,542
+11,551
| +17% | +$842K | 3.29% | 9 |
|
|
2016
Q2 | $5.1M | Buy |
68,991
+759
| +1% | +$52.4K | 3.36% | 8 |
|
|
2016
Q1 | $4.43M | Buy |
68,232
+3,097
| +5% | +$211K | 2.94% | 11 |
|
|
2015
Q4 | $5.02M | Buy |
65,135
+712
| +1% | +$56.6K | 3.51% | 6 |
|
|
2015
Q3 | $5.31M | Sell |
64,423
-290
| -0.4% | -$25.8K | 3.77% | 4 |
|
|
2015
Q2 | $5.7M | Sell |
64,713
-218
| -0.3% | -$20K | 3.67% | 3 |
|
|
2015
Q1 | $5.74M | Buy |
64,931
+1,216
| +2% | +$108K | 3.66% | 4 |
|
|
2014
Q4 | $5.29M | Buy |
63,715
+676
| +1% | +$56K | 3.47% | 6 |
|
|
2014
Q3 | $5.32M | Sell |
63,039
-570
| -0.9% | -$46.1K | 3.65% | 6 |
|
|
2014
Q2 | $5.16M | Sell |
63,609
-95
| -0.1% | -$7.47K | 3.58% | 6 |
|
|
2014
Q1 | $4.85M | Buy |
63,704
+490
| +0.8% | +$35.7K | 3.49% | 6 |
|
|
2013
Q4 | $4.55M | Buy |
63,214
+3,957
| +7% | +$275K | 3.32% | 8 |
|
|
2013
Q3 | $4.07M | Buy |
59,257
+446
| +0.8% | +$29.5K | 3.41% | 7 |
|
|
2013
Q2 | $3.73M | Buy |
+58,811
| New | +$3.83M | 3.27% | 10 |
|
Other funds holding NVS
