Nichols & Pratt Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
17,237
-185
| -1% | -$22.4K | 0.14% | 56 |
|
|
2025
Q1 | $1.94M | Sell |
17,422
-300
| -2% | -$33.4K | 0.13% | 56 |
|
|
2024
Q4 | $1.72M | Sell |
17,722
-19,625
| -53% | -$1.91M | 0.11% | 61 |
|
|
2024
Q3 | $4.3M | Sell |
37,347
-455
| -1% | -$52.3K | 0.28% | 43 |
|
|
2024
Q2 | $4.02M | Sell |
37,802
-5,494
| -13% | -$585K | 0.27% | 44 |
|
|
2024
Q1 | $4.19M | Sell |
43,296
-2,647
| -6% | -$256K | 0.28% | 45 |
|
|
2023
Q4 | $4.64M | Sell |
45,943
-5,321
| -10% | -$537K | 0.33% | 43 |
|
|
2023
Q3 | $5.22M | Sell |
51,264
-9,965
| -16% | -$1.02M | 0.4% | 37 |
|
|
2023
Q2 | $6.18M | Sell |
61,229
-56,952
| -48% | -$5.75M | 0.45% | 38 |
|
|
2023
Q1 | $10.9M | Sell |
118,181
-39,587
| -25% | -$3.64M | 0.84% | 32 |
|
|
2022
Q4 | $14.3M | Sell |
157,768
-9,708
| -6% | -$881K | 1.15% | 27 |
|
|
2022
Q3 | $12.7M | Sell |
167,476
-94,695
| -36% | -$7.2M | 1.13% | 28 |
|
|
2022
Q2 | $22.2M | Sell |
262,171
-20,665
| -7% | -$1.75M | 1.81% | 18 |
|
|
2022
Q1 | $24.8M | Sell |
282,836
-7,311
| -3% | -$642K | 1.8% | 19 |
|
|
2021
Q4 | $25.4M | Sell |
290,147
-8,580
| -3% | -$751K | 1.75% | 20 |
|
|
2021
Q3 | $24.5M | Sell |
298,727
-15,649
| -5% | -$1.28M | 1.85% | 19 |
|
|
2021
Q2 | $28.7M | Sell |
314,376
-1,425
| -0.5% | -$130K | 2.16% | 14 |
|
|
2021
Q1 | $27M | Sell |
315,801
-7,801
| -2% | -$667K | 2.11% | 17 |
|
|
2020
Q4 | $30.6M | Sell |
323,602
-6,173
| -2% | -$583K | 2.43% | 13 |
|
|
2020
Q3 | $28.7M | Sell |
329,775
-8,602
| -3% | -$748K | 2.48% | 13 |
|
|
2020
Q2 | $29.6M | Sell |
338,377
-3,148
| -0.9% | -$275K | 2.64% | 12 |
|
|
2020
Q1 | $28.1M | Buy |
341,525
+1,865
| +0.5% | +$154K | 2.82% | 12 |
|
|
2019
Q4 | $32.2M | Sell |
339,660
-30,788
| -8% | -$2.92M | 2.64% | 14 |
|
|
2019
Q3 | $32.2M | Sell |
370,448
-29,139
| -7% | -$2.53M | 2.63% | 13 |
|
|
2019
Q2 | $36.5M | Sell |
399,587
-61,448
| -13% | -$5.61M | 3% | 10 |
|
|
2019
Q1 | $39.7M | Sell |
461,035
-893
| -0.2% | -$76.9K | 3.34% | 8 |
|
|
2018
Q4 | $35.5M | Sell |
461,928
-6,102
| -1% | -$469K | 3.33% | 8 |
|
|
2018
Q3 | $36.1M | Sell |
468,030
-1,033
| -0.2% | -$79.8K | 2.99% | 10 |
|
|
2018
Q2 | $31.8M | Sell |
469,063
-59
| -0% | -$3.99K | 2.84% | 11 |
|
|
2018
Q1 | $33.9M | Buy |
469,122
+181
| +0% | +$13.1K | 3.09% | 10 |
|
|
2017
Q4 | $35.3M | Buy |
468,941
+1,256
| +0.3% | +$94.5K | 3.06% | 11 |
|
|
2017
Q3 | $36M | Sell |
467,685
-2,338
| -0.5% | -$180K | 3.22% | 9 |
|
|
2017
Q2 | $35.2M | Sell |
470,023
-938
| -0.2% | -$70.2K | 3.21% | 9 |
|
|
2017
Q1 | $31.3M | Buy |
470,961
+1,537
| +0.3% | +$102K | 2.89% | 11 |
|
|
2016
Q4 | $30.6M | Sell |
469,424
-12,700
| -3% | -$829K | 2.89% | 10 |
|
|
2016
Q3 | $34.1M | Sell |
482,124
-960
| -0.2% | -$67.9K | 3.13% | 9 |
|
|
2016
Q2 | $35.7M | Buy |
483,084
+7,935
| +2% | +$587K | 3.24% | 9 |
|
|
2016
Q1 | $30.8M | Buy |
475,149
+61
| +0% | +$3.96K | 2.85% | 10 |
|
|
2015
Q4 | $36.6M | Sell |
475,088
-1,479
| -0.3% | -$114K | 3.52% | 9 |
|
|
2015
Q3 | $39.3M | Sell |
476,567
-1,559
| -0.3% | -$128K | 3.94% | 8 |
|
|
2015
Q2 | $42.1M | Sell |
478,126
-2,299
| -0.5% | -$203K | 3.92% | 6 |
|
|
2015
Q1 | $42.5M | Buy |
480,425
+1,284
| +0.3% | +$113K | 3.87% | 8 |
|
|
2014
Q4 | $39.8M | Sell |
479,141
-2,188
| -0.5% | -$182K | 3.51% | 8 |
|
|
2014
Q3 | $40.6M | Sell |
481,329
-6,355
| -1% | -$536K | 3.61% | 9 |
|
|
2014
Q2 | $39.6M | Sell |
487,684
-3,134
| -0.6% | -$254K | 3.43% | 10 |
|
|
2014
Q1 | $37.4M | Sell |
490,818
-4,860
| -1% | -$370K | 3.38% | 10 |
|
|
2013
Q4 | $35.7M | Sell |
495,678
-5,470
| -1% | -$394K | 3.36% | 10 |
|
|
2013
Q3 | $34.4M | Sell |
501,148
-9,101
| -2% | -$626K | 3.46% | 10 |
|
|
2013
Q2 | $32.3M | Buy |
+510,249
| New | +$32.3M | 3.38% | 9 |
|