Moloney Securities Asset 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 | $624K | Buy |
5,153
+1,220
| +31% | +$148K | 0.08% | 236 |
|
|
2025
Q1 | $438K | Buy |
3,933
+72
| +2% | +$8.03K | 0.06% | 272 |
|
|
2024
Q4 | $376K | Buy |
3,861
+375
| +11% | +$36.5K | 0.05% | 304 |
|
|
2024
Q3 | $401K | Hold |
3,486
| – | – | 0.05% | 306 |
|
|
2024
Q2 | $371K | Sell |
3,486
-275
| -7% | -$29.3K | 0.05% | 316 |
|
|
2024
Q1 | $364K | Buy |
3,761
+405
| +12% | +$39.2K | 0.05% | 311 |
|
|
2023
Q4 | $339K | Buy |
3,356
+801
| +31% | +$80.9K | 0.05% | 315 |
|
|
2023
Q3 | $260K | Sell |
2,555
-528
| -17% | -$53.8K | 0.05% | 337 |
|
|
2023
Q2 | $311K | Sell |
3,083
-3,850
| -56% | -$389K | 0.06% | 310 |
|
|
2023
Q1 | $638K | Sell |
6,933
-350
| -5% | -$32.2K | 0.12% | 209 |
|
|
2022
Q4 | $661K | Buy |
7,283
+1,500
| +26% | +$136K | 0.15% | 186 |
|
|
2022
Q3 | $440K | Sell |
5,783
-35
| -0.6% | -$2.66K | 0.11% | 219 |
|
|
2022
Q2 | $492K | Buy |
5,818
+111
| +2% | +$9.39K | 0.12% | 206 |
|
|
2022
Q1 | $501K | Sell |
5,707
-45
| -0.8% | -$3.95K | 0.1% | 221 |
|
|
2021
Q4 | $503K | Sell |
5,752
-1,319
| -19% | -$115K | 0.09% | 243 |
|
|
2021
Q3 | $578K | Sell |
7,071
-42
| -0.6% | -$3.43K | 0.11% | 227 |
|
|
2021
Q2 | $649K | Sell |
7,113
-730
| -9% | -$66.6K | 0.12% | 209 |
|
|
2021
Q1 | $670K | Sell |
7,843
-110
| -1% | -$9.4K | 0.13% | 184 |
|
|
2020
Q4 | $751K | Sell |
7,953
-4,300
| -35% | -$406K | 0.17% | 151 |
|
|
2020
Q3 | $1.07M | Sell |
12,253
-115
| -0.9% | -$10K | 0.28% | 94 |
|
|
2020
Q2 | $1.08M | Sell |
12,368
-250
| -2% | -$21.8K | 0.31% | 95 |
|
|
2020
Q1 | $1.04M | Buy |
12,618
+1,251
| +11% | +$103K | 0.37% | 84 |
|
|
2019
Q4 | $1.08M | Sell |
11,367
-19
| -0.2% | -$1.8K | 0.33% | 96 |
|
|
2019
Q3 | $989K | Buy |
11,386
+900
| +9% | +$78.2K | 0.33% | 95 |
|
|
2019
Q2 | $958K | Sell |
10,486
-2,144
| -17% | -$196K | 0.32% | 93 |
|
|
2019
Q1 | $1.09M | Buy |
12,630
+3,808
| +43% | +$328K | 0.38% | 78 |
|
|
2018
Q4 | $678K | Buy |
8,822
+393
| +5% | +$30.2K | 0.28% | 109 |
|
|
2018
Q3 | $651K | Buy |
8,429
+41
| +0.5% | +$3.17K | 0.23% | 124 |
|
|
2018
Q2 | $568K | Sell |
8,388
-3,128
| -27% | -$212K | 0.22% | 142 |
|
|
2018
Q1 | $834K | Buy |
11,516
+6,423
| +126% | +$465K | 0.34% | 99 |
|
|
2017
Q4 | $383K | Buy |
5,093
+1,883
| +59% | +$142K | 0.16% | 165 |
|
|
2017
Q3 | $247K | Buy |
+3,210
| New | +$247K | 0.11% | 216 |
|