Mitchell Sinkler & Starr’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
3,343
+160
| +5% | +$19.4K | 0.19% | 105 |
|
|
2025
Q1 | $355K | Sell |
3,183
-182
| -5% | -$20.3K | 0.1% | 125 |
|
|
2024
Q4 | $327K | Hold |
3,365
| – | – | 0.09% | 128 |
|
|
2024
Q3 | $387K | Buy |
3,365
+600
| +22% | +$69K | 0.1% | 120 |
|
|
2024
Q2 | $296K | Buy |
+2,765
| New | +$296K | 0.08% | 125 |
|
|
2024
Q1 | – | Sell |
-7,728
| Closed | -$780K | – | 219 |
|
|
2023
Q4 | $780K | Buy |
7,728
+3,420
| +79% | +$345K | 0.14% | 109 |
|
|
2023
Q3 | $439K | Buy |
4,308
+910
| +27% | +$92.7K | 0.14% | 84 |
|
|
2023
Q2 | $343K | Hold |
3,398
| – | – | 0.1% | 113 |
|
|
2023
Q1 | $313K | Buy |
3,398
+818
| +32% | +$75.3K | 0.09% | 118 |
|
|
2022
Q4 | $234K | Buy |
+2,580
| New | +$234K | 0.08% | 132 |
|
|
2022
Q1 | – | Sell |
-3,055
| Closed | -$267K | – | 121 |
|
|
2021
Q4 | $267K | Buy |
3,055
+50
| +2% | +$4.37K | 0.08% | 109 |
|
|
2021
Q3 | $246K | Hold |
3,005
| – | – | 0.22% | 96 |
|
|
2021
Q2 | $274K | Sell |
3,005
-435
| -13% | -$39.7K | 0.25% | 89 |
|
|
2021
Q1 | $294K | Sell |
3,440
-165
| -5% | -$14.1K | 0.29% | 85 |
|
|
2020
Q4 | $340K | Sell |
3,605
-1,050
| -23% | -$99K | 0.32% | 77 |
|
|
2020
Q3 | $405K | Sell |
4,655
-260
| -5% | -$22.6K | 0.41% | 68 |
|
|
2020
Q2 | $429K | Hold |
4,915
| – | – | 0.49% | 62 |
|
|
2020
Q1 | $405K | Sell |
4,915
-2,000
| -29% | -$165K | 0.53% | 61 |
|
|
2019
Q4 | $655K | Buy |
6,915
+2,260
| +49% | +$214K | 0.7% | 49 |
|
|
2019
Q3 | $405K | Buy |
4,655
+400
| +9% | +$34.8K | 0.52% | 60 |
|
|
2019
Q2 | $389K | Sell |
4,255
-494
| -10% | -$45.2K | 0.44% | 68 |
|
|
2019
Q1 | $409K | Hold |
4,749
| – | – | 0.47% | 68 |
|
|
2018
Q4 | $365K | Hold |
4,749
| – | – | 0.45% | 70 |
|
|
2018
Q3 | $367K | Sell |
4,749
-223
| -4% | -$17.2K | 0.38% | 76 |
|
|
2018
Q2 | $337K | Sell |
4,972
-245
| -5% | -$16.6K | 0.37% | 76 |
|
|
2018
Q1 | $378K | Buy |
5,217
+1,583
| +44% | +$115K | 0.43% | 69 |
|
|
2017
Q4 | $273K | Hold |
3,634
| – | – | 0.4% | 71 |
|
|
2017
Q3 | $280K | Buy |
3,634
+224
| +7% | +$17.3K | 0.44% | 69 |
|
|
2017
Q2 | $255K | Hold |
3,410
| – | – | 0.42% | 71 |
|
|
2017
Q1 | $227K | Hold |
3,410
| – | – | 0.37% | 74 |
|
|
2016
Q4 | $223K | Buy |
+3,410
| New | +$223K | 0.31% | 73 |
|
|
2016
Q3 | – | Sell |
-3,511
| Closed | -$260K | – | 75 |
|
|
2016
Q2 | $260K | Sell |
3,511
-223
| -6% | -$16.5K | 0.35% | 72 |
|
|
2016
Q1 | $242K | Sell |
3,734
-279
| -7% | -$18.1K | 0.33% | 78 |
|
|
2015
Q4 | $309K | Hold |
4,013
| – | – | 0.42% | 70 |
|
|
2015
Q3 | $331K | Sell |
4,013
-424
| -10% | -$35K | 0.43% | 71 |
|
|
2015
Q2 | $391K | Buy |
4,437
+56
| +1% | +$4.94K | 0.46% | 63 |
|
|
2015
Q1 | $387K | Hold |
4,381
| – | – | 0.44% | 62 |
|
|
2014
Q4 | $364K | Sell |
4,381
-447
| -9% | -$37.1K | 0.41% | 62 |
|
|
2014
Q3 | $407K | Buy |
4,828
+435
| +10% | +$36.7K | 0.45% | 64 |
|
|
2014
Q2 | $356K | Buy |
4,393
+63
| +1% | +$5.11K | 0.38% | 66 |
|
|
2014
Q1 | $330K | Hold |
4,330
| – | – | 0.37% | 64 |
|
|
2013
Q4 | $312K | Buy |
4,330
+279
| +7% | +$20.1K | 0.35% | 66 |
|
|
2013
Q3 | $278K | Sell |
4,051
-33,497
| -89% | -$2.3M | 0.32% | 68 |
|
|
2013
Q2 | $2.38M | Buy |
+37,548
| New | +$2.38M | 0.52% | 52 |
|